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Total Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Total Investment 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
Q3 		– Sell
-61
Closed -$5.75K – 559
2025
Q2 		$5.75K Buy
+61
New +$5.35K ﹤0.01% 406

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Total Investment Management's MOAT Position: Q3 2025 in Review

Total Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 61 shares — an estimated $5.75K sold.

Total Investment Management first reported a position in MOAT in Q2 2025 and held it in 1 quarter. The position peaked at $5.75K in Q2 2025. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Total Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 61 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $5.75K.
  • Total Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $5.75K in Q2 2025.
  • 680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.