Seaview Investment Managers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Seaview Investment Managers’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	-2,809	Closed	-$260K	–	139
2024 Q4	$260K	Buy	2,809 +306	+12%	+$29.5K	0.07%	85
2024 Q3	$243K	Sell	2,503 -262	-9%	-$24K	0.07%	66
2024 Q2	$239K	Sell	2,765 -70	-2%	-$6.08K	0.07%	74
2024 Q1	$255K	Sell	2,835 -58	-2%	-$4.98K	0.08%	71
2023 Q4	$245K	Sell	2,893 -39,332	-93%	-$3.05M	0.08%	77
2023 Q3	$3.2M	Sell	42,225 -23,106	-35%	-$1.84M	1.07%	32
2023 Q2	$5.21M	Buy	65,331 +11,921	+22%	+$897K	1.69%	29
2023 Q1	$3.94M	Buy	53,410 +2,481	+5%	+$176K	1.35%	28
2022 Q4	$3.31M	Buy	50,929 +822	+2%	+$53.3K	1.32%	31
2022 Q3	$3.01M	Buy	50,107 +8,456	+20%	+$569K	1.23%	28
2022 Q2	$2.65M	Buy	41,651 +2,324	+6%	+$159K	1.19%	28
2022 Q1	$2.94M	Buy	39,327 +2,622	+7%	+$193K	0.98%	35
2021 Q4	$2.79M	Buy	+36,705	New	+$2.78M	0.98%	36

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

Seaview Investment Managers's MOAT Position: Q1 2025 in Review

Seaview Investment Managers sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 2,809 shares — an estimated $260K sold.

Seaview Investment Managers first reported a position in MOAT in Q4 2021 and held it in 13 quarters. The position peaked at $5.21M in Q2 2023. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Seaview Investment Managers reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Seaview Investment Managers sold 2,809 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $260K.
Seaview Investment Managers first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 13 quarters.
Seaview Investment Managers's VanEck Morningstar Wide Moat ETF position peaked at $5.21M in Q2 2023.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Seaview Investment Managers's 13F filing for Q1 2025, filed 13 May 2025.