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

MGB 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 Q4	$898K	Buy	8,667 +63	+0.7%	+$6.43K	0.26%	83
2025 Q3	$852K	Sell	8,604 -70	-0.8%	-$6.83K	0.24%	89
2025 Q2	$813K	Sell	8,674 -1,510	-15%	-$132K	0.27%	87
2025 Q1	$896K	Hold	10,184	–	–	0.32%	81
2024 Q4	$944K	Buy	10,184 +2,928	+40%	+$282K	0.29%	71
2024 Q3	$703K	Hold	7,256	–	–	0.26%	89
2024 Q2	$638K	Hold	7,256	–	–	0.24%	91
2024 Q1	$651K	Buy	7,256 +525	+8%	+$45K	0.26%	93
2023 Q4	$572K	Buy	+6,731	New	+$523K	0.29%	97

Other funds holding MOAT

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

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

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

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

BFA

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

MFIM

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MGB Wealth Management's MOAT Position: Q4 2025 in Review

MGB Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.73% in Q4 2025, buying an estimated $6.43K and bringing the position to 8,667 shares worth $898K. The position accounts for 0.26% of the portfolio, ranked #83.

MGB Wealth Management first reported a position in MOAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $944K in Q4 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

MGB Wealth Management held 8,667 shares of VanEck Morningstar Wide Moat ETF worth $898K as of Q4 2025.
MGB Wealth Management bought 63 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $6.43K.
VanEck Morningstar Wide Moat ETF made up 0.26% of MGB Wealth Management's portfolio in Q4 2025, its #83 holding.
MGB Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $944K in Q4 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.