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

Transform Wealth’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	$2.93M	Sell	33,316 -2,684	-7%	-$247K	0.18%	98
2024 Q4	$3.34M	Sell	36,000 -4,001	-10%	-$385K	0.19%	97
2024 Q3	$3.88M	Buy	40,001 +17,404	+77%	+$1.59M	0.26%	77
2024 Q2	$1.96M	Sell	22,597 -3,626	-14%	-$315K	0.15%	99
2024 Q1	$2.36M	Buy	26,223 +10,844	+71%	+$930K	0.22%	91
2023 Q4	$1.31M	Buy	15,379 +12,697	+473%	+$986K	0.13%	122
2023 Q3	$203K	Buy	+2,682	New	+$214K	0.02%	231

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

Transform Wealth's MOAT Position: Q1 2025 in Review

Transform Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.5% in Q1 2025, selling an estimated $247K and leaving 33,316 shares worth $2.93M. The position accounts for 0.18% of the portfolio, ranked #98.

Transform Wealth first reported a position in MOAT in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.88M in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Transform Wealth held 33,316 shares of VanEck Morningstar Wide Moat ETF worth $2.93M as of Q1 2025.
Transform Wealth sold 2,684 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $247K.
VanEck Morningstar Wide Moat ETF made up 0.18% of Transform Wealth's portfolio in Q1 2025, its #98 holding.
Transform Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 7 quarters since.
Transform Wealth's VanEck Morningstar Wide Moat ETF position peaked at $3.88M in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.