Schechter Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Schechter Investment 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 Q1	$279K	Buy	+3,175	New	+$292K	0.02%	483

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 $6.37B AUM 23.22% 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

Schechter Investment Advisors's MOAT Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025: 3,175 shares worth $279K. The stake represents 0.02% of the portfolio and ranks #483 among its holdings.

706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Schechter Investment Advisors held 3,175 shares of VanEck Morningstar Wide Moat ETF worth $279K as of Q1 2025.
VanEck Morningstar Wide Moat ETF was a new Schechter Investment Advisors position in Q1 2025.
VanEck Morningstar Wide Moat ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #483 holding.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.