Redhawk Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Redhawk Wealth 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	-3,209	Closed	-$301K	–	362
2025 Q2	$301K	Sell	3,209 -216	-6%	-$18.9K	0.04%	268
2025 Q1	$301K	Sell	3,425 -326,063	-99%	-$30M	0.04%	233
2024 Q4	$30.6M	Buy	329,488 +12,820	+4%	+$1.23M	4.13%	4
2024 Q3	$30.7M	Buy	316,668 +313,912	+11,390%	+$28.7M	4.38%	2
2024 Q2	$239K	Sell	2,756 -235,169	-99%	-$20.4M	0.04%	262
2024 Q1	$21.4M	Buy	237,925 +92,928	+64%	+$7.97M	3.48%	4
2023 Q4	$12.3M	Buy	+144,997	New	+$11.3M	2.4%	5

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Redhawk Wealth Advisors's MOAT Position: Q3 2025 in Review

Redhawk Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 3,209 shares — an estimated $301K sold.

Redhawk Wealth Advisors first reported a position in MOAT in Q4 2023 and held it in 7 quarters. The position peaked at $30.7M in Q3 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Redhawk Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Redhawk Wealth Advisors sold 3,209 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $301K.
Redhawk Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 7 quarters.
Redhawk Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $30.7M in Q3 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.