Plante Moran Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Plante Moran Financial Advisors’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	-322	Closed	-$30.2K	–	838
2025 Q2	$30.2K	Hold	322	–	–	﹤0.01%	423
2025 Q1	$28.3K	Hold	322	–	–	﹤0.01%	431
2024 Q4	$29.9K	Hold	322	–	–	﹤0.01%	428
2024 Q3	$31.2K	Hold	322	–	–	﹤0.01%	459
2024 Q2	$27.9K	Sell	322 -7	-2%	-$608	﹤0.01%	426
2024 Q1	$29.6K	Sell	329 -1,089	-77%	-$93.4K	﹤0.01%	439
2023 Q4	$120K	Buy	1,418 +1,096	+340%	+$85.1K	0.01%	228
2023 Q3	$24.4K	Hold	322	–	–	﹤0.01%	393
2023 Q2	$25.7K	Buy	+322	New	+$24.2K	﹤0.01%	397
2021 Q3	–	Sell	-1,234	Closed	-$91K	–	984
2021 Q2	$91K	Hold	1,234	–	–	0.02%	264
2021 Q1	$85K	Hold	1,234	–	–	0.02%	273
2020 Q4	$77K	Hold	1,234	–	–	0.02%	284
2020 Q3	$67K	Hold	1,234	–	–	0.02%	278
2020 Q2	$64K	Buy	+1,234	New	+$61.5K	0.03%	265
2015 Q1	–	Sell	-406	Closed	-$13K	–	767
2014 Q4	$13K	Buy	+406	New	+$12.7K	0.01%	485

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

Plante Moran Financial Advisors's MOAT Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 322 shares — an estimated $30.2K sold.

Plante Moran Financial Advisors first reported a position in MOAT in Q4 2014 and held it in 15 quarters. The position peaked at $120K in Q4 2023. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Plante Moran Financial Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 322 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $30.2K.
Plante Moran Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and held it in 15 quarters.
Plante Moran Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $120K in Q4 2023.
680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.