Private Wealth Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Private Wealth Asset Management’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	-132	Closed	-$13.1K	–	1128
2025 Q3	$13.1K	Hold	132	–	–	﹤0.01%	589
2025 Q2	$12.4K	Buy	+132	New	+$11.6K	﹤0.01%	620

Other funds holding MOAT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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 $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Wealth Asset Management's MOAT Position: Q4 2025 in Review

Private Wealth Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 132 shares — an estimated $13.1K sold.

Private Wealth Asset Management first reported a position in MOAT in Q2 2025 and held it in 2 quarters. The position peaked at $13.1K in Q3 2025. 727 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Private Wealth Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 132 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $13.1K.
Private Wealth Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 2 quarters.
Private Wealth Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $13.1K in Q3 2025.
727 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.