Smith Anglin Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Smith Anglin Financial’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 Q2	$7.28M	Sell	77,592 -4,869	-6%	-$427K	0.66%	23
2025 Q1	$7.26M	Sell	82,461 -29,229	-26%	-$2.69M	0.77%	21
2024 Q4	$10.4M	Sell	111,690 -7,942	-7%	-$765K	0.97%	19
2024 Q3	$11.6M	Sell	119,632 -19,910	-14%	-$1.82M	1.12%	17
2024 Q2	$12.1M	Sell	139,542 -49,666	-26%	-$4.32M	1.22%	17
2024 Q1	$17M	Sell	189,208 -14,847	-7%	-$1.27M	1.76%	17
2023 Q4	$17.3M	Sell	204,055 -20,082	-9%	-$1.56M	1.99%	17
2023 Q3	$17M	Sell	224,137 -9,302	-4%	-$741K	2.07%	16
2023 Q2	$18.6M	Sell	233,439 -4,400	-2%	-$331K	2.26%	16
2023 Q1	$17.6M	Sell	237,839 -4,421	-2%	-$314K	2.62%	15
2022 Q4	$15.7M	Sell	242,260 -8,826	-4%	-$572K	2.97%	12
2022 Q3	$15.1M	Buy	251,086 +11,899	+5%	+$800K	3.17%	13
2022 Q2	$15.2M	Sell	239,187 -32,803	-12%	-$2.25M	4.46%	9
2022 Q1	$20.3M	Sell	271,990 -100,653	-27%	-$7.42M	4.71%	8
2021 Q4	$28.4M	Buy	372,643 +21,457	+6%	+$1.63M	4.84%	6
2021 Q3	$25.7M	Sell	351,186 -3,848	-1%	-$290K	5.01%	4
2021 Q2	$26.3M	Buy	355,034 +16,482	+5%	+$1.2M	5.06%	4
2021 Q1	$23.5M	Buy	338,552 +2,508	+0.7%	+$165K	5.07%	4
2020 Q4	$20.8M	Buy	+336,044	New	+$19.8M	3.73%	8

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smith Anglin Financial's MOAT Position: Q2 2025 in Review

Smith Anglin Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.9% in Q2 2025, selling an estimated $427K and leaving 77,592 shares worth $7.28M. The position accounts for 0.66% of the portfolio, ranked #23.

Smith Anglin Financial first reported a position in MOAT in Q4 2020 and has held it in 19 quarters since. The position peaked at $28.4M in Q4 2021. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Smith Anglin Financial held 77,592 shares of VanEck Morningstar Wide Moat ETF worth $7.28M as of Q2 2025.
Smith Anglin Financial sold 4,869 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $427K.
VanEck Morningstar Wide Moat ETF made up 0.66% of Smith Anglin Financial's portfolio in Q2 2025, its #23 holding.
Smith Anglin Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's VanEck Morningstar Wide Moat ETF position peaked at $28.4M in Q4 2021.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.