Pathway Financial Advisers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pathway Financial Advisers’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	–	Sell	-1,425	Closed	-$141K	–	270
2025 Q3	$141K	Buy	+1,425	New	+$139K	0.04%	174
2025 Q1	–	Sell	-1,817	Closed	-$168K	–	315
2024 Q4	$168K	Buy	1,817 +1	+0.1%	+$96	0.06%	162
2024 Q3	$176K	Buy	1,816 +13	+0.7%	+$1.19K	0.08%	124
2024 Q2	$156K	Sell	1,803 -312	-15%	-$27.1K	0.06%	163
2024 Q1	$190K	Sell	2,115 -130	-6%	-$11.2K	0.07%	159
2023 Q4	$191K	Buy	2,245 +205	+10%	+$15.9K	0.07%	161
2023 Q3	$155K	Buy	+2,040	New	+$162K	0.06%	165
2023 Q1	$101K	Sell	1,374 -258	-16%	-$18.3K	0.04%	188
2022 Q4	$106K	Buy	+1,632	New	+$106K	0.04%	188

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 $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Pathway Financial Advisers's MOAT Position: Q4 2025 in Review

Pathway Financial Advisers sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 1,425 shares — an estimated $141K sold.

Pathway Financial Advisers first reported a position in MOAT in Q4 2022 and held it in 9 quarters. The position peaked at $191K in Q4 2023. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Pathway Financial Advisers reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,425 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $141K.
Pathway Financial Advisers first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's VanEck Morningstar Wide Moat ETF position peaked at $191K in Q4 2023.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.