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Raleigh Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Raleigh Capital 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
Q1 		– Sell
-101
Closed -$9.4K – 850
2024
Q4 		$9.4K Buy
101
+1
+1% +$96 ﹤0.01% 614
2024
Q3 		$9.7K Hold
100
– – ﹤0.01% 596
2024
Q2 		$8.66K Buy
+100
New +$8.69K ﹤0.01% 599
2024
Q1 		– Sell
-1
Closed -$83 – 1103
2023
Q4 		$83 Buy
+1
New +$78 ﹤0.01% 1071
2022
Q2 		– Sell
-209
Closed -$16K – 636
2022
Q1 		$16K Buy
+209
New +$15.4K 0.01% 313

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raleigh Capital Management's MOAT Position: Q1 2025 in Review

Raleigh Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 101 shares — an estimated $9.4K sold.

Raleigh Capital Management first reported a position in MOAT in Q1 2022 and held it in 5 quarters. The position peaked at $16K in Q1 2022. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Raleigh Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 101 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $9.4K.
  • Raleigh Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 5 quarters.
  • Raleigh Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $16K in Q1 2022.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.