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US Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

US Financial 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
Q1 		$9.82M Buy
111,627
+265
+0.2% +$24.4K 2.9% 12
2024
Q4 		$10.3M Buy
111,362
+1,530
+1% +$147K 3.18% 9
2024
Q3 		$10.6M Buy
109,832
+675
+0.6% +$61.7K 3.32% 9
2024
Q2 		$9.45M Sell
109,157
-35,507
-25% -$3.09M 3.17% 10
2024
Q1 		$13M Buy
144,664
+2,565
+2% +$220K 4.5% 5
2023
Q4 		$12.1M Buy
142,099
+4,157
+3% +$323K 4.49% 5
2023
Q3 		$10.5M Buy
137,942
+4,836
+4% +$385K 4.35% 5
2023
Q2 		$10.6M Sell
133,106
-7,359
-5% -$554K 4.51% 6
2023
Q1 		$10.4M Buy
140,465
+4,798
+4% +$341K 4.63% 7
2022
Q4 		$8.81M Buy
135,667
+2,936
+2% +$190K 4.42% 6
2022
Q3 		$7.96M Buy
132,731
+9,978
+8% +$671K 4.46% 8
2022
Q2 		$7.82M Buy
122,753
+1,968
+2% +$135K 4.39% 5
2022
Q1 		$9.02M Sell
120,785
-27,870
-19% -$2.05M 4.34% 6
2021
Q4 		$11.3M Buy
148,655
+6,096
+4% +$462K 5.15% 4
2021
Q3 		$10.4M Buy
142,559
+1,405
+1% +$106K 5.17% 4
2021
Q2 		$10.5M Sell
141,154
-51,059
-27% -$3.72M 5.1% 4
2021
Q1 		$13.3M Buy
192,213
+21,517
+13% +$1.42M 3.7% 7
2020
Q4 		$10.6M Buy
+170,696
New +$10.1M 3.19% 9
2015
Q3 		– Sell
-106
Closed -$3K – 587
2015
Q2 		$3K Sell
106
-1,149
-92% -$35.9K ﹤0.01% 329
2015
Q1 		$38K Sell
1,255
-2,346
-65% -$70.9K 0.03% 133
2014
Q4 		$112K Buy
+3,601
New +$113K 0.1% 71

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

US Financial Advisors's MOAT Position: Q1 2025 in Review

US Financial Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.24% in Q1 2025, buying an estimated $24.4K and bringing the position to 111,627 shares worth $9.82M. The position accounts for 2.9% of the portfolio, ranked #12.

US Financial Advisors first reported a position in MOAT in Q4 2014 and has held it in 21 quarters since. The position peaked at $13.3M in Q1 2021. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • US Financial Advisors held 111,627 shares of VanEck Morningstar Wide Moat ETF worth $9.82M as of Q1 2025.
  • US Financial Advisors bought 265 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $24.4K.
  • VanEck Morningstar Wide Moat ETF made up 2.9% of US Financial Advisors's portfolio in Q1 2025, its #12 holding.
  • US Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 21 quarters since.
  • US Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $13.3M in Q1 2021.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.