Richard W. Paul & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Richard W. Paul & Associates’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	-50	Closed	-$4.64K	–	447
2024 Q4	$4.64K	Hold	50	–	–	﹤0.01%	358
2024 Q3	$4.85K	Hold	50	–	–	﹤0.01%	346
2024 Q2	$4.33K	Sell	50 -1,223	-96%	-$106K	﹤0.01%	348
2024 Q1	$114K	Sell	1,273 -381	-23%	-$32.7K	0.05%	182
2023 Q4	$140K	Buy	1,654 +1,604	+3,208%	+$125K	0.06%	182
2023 Q3	$3.79K	Hold	50	–	–	﹤0.01%	358
2023 Q2	$3.99K	Hold	50	–	–	﹤0.01%	379
2023 Q1	$3.69K	Sell	50 -1	-2%	-$71	﹤0.01%	396
2022 Q4	$3.31K	Buy	+51	New	+$3.31K	﹤0.01%	401

Other funds holding MOAT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Richard W. Paul & Associates's MOAT Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 50 shares — an estimated $4.64K sold.

Richard W. Paul & Associates first reported a position in MOAT in Q4 2022 and held it in 9 quarters. The position peaked at $140K in Q4 2023. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Richard W. Paul & Associates reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 50 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $4.64K.
Richard W. Paul & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's VanEck Morningstar Wide Moat ETF position peaked at $140K in Q4 2023.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.