SFG Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SFG Wealth Management’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	-34,208	Closed	-$3.17M	–	126
2024 Q4	$3.17M	Sell	34,208 -178	-0.5%	-$17.1K	1.66%	11
2024 Q3	$3.33M	Sell	34,386 -46	-0.1%	-$4.21K	1.77%	11
2024 Q2	$2.98M	Buy	34,432 +146	+0.4%	+$12.7K	1.7%	12
2024 Q1	$3.08M	Sell	34,286 -15,014	-30%	-$1.29M	1.83%	11
2023 Q4	$4.18M	Buy	49,300 +13,912	+39%	+$1.08M	2.78%	8
2023 Q3	$2.68M	Buy	35,388 +15,707	+80%	+$1.25M	2.13%	8
2023 Q2	$1.57M	Buy	19,681 +16,812	+586%	+$1.27M	1.32%	12
2023 Q1	$212K	Buy	+2,869	New	+$204K	0.23%	71
2022 Q2	–	Sell	-15,374	Closed	-$1.15M	–	91
2022 Q1	$1.15M	Sell	15,374 -17,703	-54%	-$1.3M	1.08%	30
2021 Q4	$2.52M	Buy	+33,077	New	+$2.51M	2.24%	12

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 $79.5B AUM 27.1% 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

SFG Wealth Management's MOAT Position: Q1 2025 in Review

SFG Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 34,208 shares — an estimated $3.17M sold.

SFG Wealth Management first reported a position in MOAT in Q4 2021 and held it in 10 quarters. The position peaked at $4.18M in Q4 2023. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

SFG Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
SFG Wealth Management sold 34,208 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $3.17M.
SFG Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 10 quarters.
SFG Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $4.18M in Q4 2023.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on SFG Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.