Meridian Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Meridian Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,937	Closed	-$1.66M	–	637
2024 Q4	$1.66M	Sell	17,937 -1,385	-7%	-$133K	0.08%	212
2024 Q3	$1.87M	Buy	19,322 +534	+3%	+$48.8K	0.09%	187
2024 Q2	$1.63M	Buy	+18,788	New	+$1.63M	0.19%	90
2024 Q1	–	Sell	-16,290	Closed	-$1.38M	–	380
2023 Q4	$1.38M	Buy	+16,290	New	+$1.27M	0.09%	214
2020 Q1	–	Sell	-22,755	Closed	-$1.25M	–	235
2019 Q4	$1.25M	Buy	22,755 +4,535	+25%	+$240K	0.6%	32
2019 Q3	$914K	Buy	18,220 +16,555	+994%	+$812K	0.43%	42
2019 Q2	$800	Buy	+1,665	New	+$78.8K	0.03%	302
2017 Q3	–	Sell	-11,340	Closed	-$448K	–	171
2017 Q2	$448K	Sell	11,340 -11,100	-49%	-$426K	0.28%	85
2017 Q1	$842K	Buy	22,440 +6,940	+45%	+$256K	0.5%	45
2016 Q4	$540K	Buy	+15,500	New	+$534K	0.43%	58

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Meridian Wealth Management's MOAT Position: Q1 2025 in Review

Meridian Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 17,937 shares — an estimated $1.66M sold.

Meridian Wealth Management first reported a position in MOAT in Q4 2016 and held it in 10 quarters. The position peaked at $1.87M in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Meridian Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Management sold 17,937 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $1.66M.
Meridian Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and held it in 10 quarters.
Meridian Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.87M in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.