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

Raymond James Financial’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$360M Sell
3,837,339
-667,774
-15% -$62.6M 0.12% 140
2025
Q1 		$396M Sell
4,505,113
-915,446
-17% -$80.6M 0.15% 118
2024
Q4 		$503M Buy
+5,420,559
New +$503M 0.19% 98