Mid-American Wealth Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-122	Closed	-$11.4K	–	207
2025 Q2	$11.4K	Buy	+122	New	+$10.7K	0.01%	159

Other funds holding MOAT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mid-American Wealth Advisory Group's MOAT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 122 shares — an estimated $11.4K sold.

Mid-American Wealth Advisory Group first reported a position in MOAT in Q2 2025 and held it in 1 quarter. The position peaked at $11.4K in Q2 2025. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 122 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $11.4K.
Mid-American Wealth Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 1 quarter.
Mid-American Wealth Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $11.4K in Q2 2025.
680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.