Siligmueller & Norvid Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Siligmueller & Norvid 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	$1.33M	Buy	+13,418	New	+$1.31M	0.6%	43

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

Siligmueller & Norvid Wealth Advisors's MOAT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025: 13,418 shares worth $1.33M. The stake represents 0.6% of the portfolio and ranks #43 among its holdings.

679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 13,418 shares of VanEck Morningstar Wide Moat ETF worth $1.33M as of Q3 2025.
VanEck Morningstar Wide Moat ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
VanEck Morningstar Wide Moat ETF made up 0.6% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #43 holding.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.