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

MinichMacGregor 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 Q3	–	Sell	-41,510	Closed	-$3.89M	–	148
2025 Q2	$3.89M	Sell	41,510 -144,945	-78%	-$12.7M	0.83%	41
2025 Q1	$16.4M	Sell	186,455 -83,702	-31%	-$7.7M	3.68%	5
2024 Q4	$25.1M	Buy	270,157 +7,965	+3%	+$767K	5.2%	2
2024 Q3	$25.4M	Sell	262,192 -12,143	-4%	-$1.11M	5.45%	2
2024 Q2	$23.8M	Buy	274,335 +30,429	+12%	+$2.64M	5.8%	2
2024 Q1	$21.8M	Buy	243,906 +26,596	+12%	+$2.28M	5.56%	2
2023 Q4	$18.4M	Buy	+217,310	New	+$16.9M	5.33%	4
2020 Q3	–	Sell	-25,096	Closed	-$1.31M	–	70
2020 Q2	$1.31M	Buy	+25,096	New	+$1.25M	0.73%	24

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

MinichMacGregor Wealth Management's MOAT Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 41,510 shares — an estimated $3.89M sold.

MinichMacGregor Wealth Management first reported a position in MOAT in Q2 2020 and held it in 8 quarters. The position peaked at $25.4M in Q3 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

MinichMacGregor Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 41,510 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $3.89M.
MinichMacGregor Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and held it in 8 quarters.
MinichMacGregor Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $25.4M in Q3 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.