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Private Client Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Private Client Services’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
Q2 		– Sell
-2,745
Closed -$242K – 216
2025
Q1 		$242K Sell
2,745
-378
-12% -$34.8K 0.12% 159
2024
Q4 		$290K Buy
3,123
+167
+6% +$16.1K 0.16% 127
2024
Q3 		$287K Buy
2,956
+55
+2% +$5.03K 0.15% 123
2024
Q2 		$251K Buy
2,901
+192
+7% +$16.7K 0.16% 115
2024
Q1 		$244K Buy
+2,709
New +$232K 0.16% 112

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Client Services's MOAT Position: Q2 2025 in Review

Private Client Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 2,745 shares — an estimated $242K sold.

Private Client Services first reported a position in MOAT in Q1 2024 and held it in 5 quarters. The position peaked at $290K in Q4 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Private Client Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Private Client Services sold 2,745 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $242K.
  • Private Client Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 5 quarters.
  • Private Client Services's VanEck Morningstar Wide Moat ETF position peaked at $290K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.