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

Merriman 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
2024 Q4	$440K	Hold	4,748	–	–	0.02%	139
2024 Q3	$460K	Hold	4,748	–	–	0.02%	150
2024 Q2	$411K	Hold	4,748	–	–	0.02%	149
2024 Q1	$427K	Hold	4,748	–	–	0.02%	147
2023 Q4	$403K	Hold	4,748	–	–	0.02%	142
2023 Q3	$360K	Hold	4,748	–	–	0.02%	134
2023 Q2	$379K	Buy	+4,748	New	+$357K	0.02%	157

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Merriman Wealth Management's MOAT Position: Q4 2024 in Review

Merriman Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q4 2024 at 4,748 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #139.

Merriman Wealth Management first reported a position in MOAT in Q2 2023 and has held it in 7 quarters since. The position peaked at $460K in Q3 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Merriman Wealth Management held 4,748 shares of VanEck Morningstar Wide Moat ETF worth $440K as of Q4 2024.
Merriman Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q4 2024.
VanEck Morningstar Wide Moat ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #139 holding.
Merriman Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 7 quarters since.
Merriman Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $460K in Q3 2024.
715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.