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

Phoenix Financial’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	-3,765	Closed	-$349K	–	403
2024 Q4	$349K	Sell	3,765 -7,166	-66%	-$690K	﹤0.01%	296
2024 Q3	$1.06M	Sell	10,931 -1,770	-14%	-$162K	0.02%	216
2024 Q2	$1.1M	Sell	12,701 -5,100	-29%	-$443K	0.02%	211
2024 Q1	$1.6M	Sell	17,801 -13,669	-43%	-$1.17M	0.02%	203
2023 Q4	$2.67M	Sell	31,470 -15,483	-33%	-$1.2M	0.04%	172
2023 Q3	$3.56M	Buy	46,953 +14,549	+45%	+$1.16M	0.07%	136
2023 Q2	$2.59M	Buy	+32,404	New	+$2.44M	0.05%	137

Other funds holding MOAT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Phoenix Financial's MOAT Position: Q1 2025 in Review

Phoenix Financial sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 3,765 shares — an estimated $349K sold.

Phoenix Financial first reported a position in MOAT in Q2 2023 and held it in 7 quarters. The position peaked at $3.56M in Q3 2023. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Phoenix Financial reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Phoenix Financial sold 3,765 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $349K.
Phoenix Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 7 quarters.
Phoenix Financial's VanEck Morningstar Wide Moat ETF position peaked at $3.56M in Q3 2023.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.