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Oxford Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Oxford Financial 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
Q1 		– Sell
-11
Closed -$1.02K – 288
2024
Q4 		$1.02K Hold
11
– – ﹤0.01% 295
2024
Q3 		$1.07K Sell
11
-106
-91% -$9.69K ﹤0.01% 291
2024
Q2 		$10.1K Buy
+117
New +$10.2K ﹤0.01% 304

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

Oxford Financial Group's MOAT Position: Q1 2025 in Review

Oxford Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 11 shares — an estimated $1.02K sold.

Oxford Financial Group first reported a position in MOAT in Q2 2024 and held it in 3 quarters. The position peaked at $10.1K in Q2 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Oxford Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 11 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $1.02K.
  • Oxford Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 3 quarters.
  • Oxford Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $10.1K in Q2 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.