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Miller Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Miller Investment 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
-2,805
Closed -$260K – 102
2024
Q4 		$260K Hold
2,805
– – 0.03% 93
2024
Q3 		$272K Hold
2,805
– – 0.03% 95
2024
Q2 		$243K Hold
2,805
– – 0.03% 98
2024
Q1 		$252K Hold
2,805
– – 0.03% 97
2023
Q4 		$238K Hold
2,805
– – 0.03% 95
2023
Q3 		$213K Buy
+2,805
New +$223K 0.03% 94

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Miller Investment Management's MOAT Position: Q1 2025 in Review

Miller Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 2,805 shares — an estimated $260K sold.

Miller Investment Management first reported a position in MOAT in Q3 2023 and held it in 6 quarters. The position peaked at $272K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Miller Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Investment Management sold 2,805 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $260K.
  • Miller Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 6 quarters.
  • Miller Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $272K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Miller Investment Management's 13F filing for Q1 2025, filed 7 May 2025.