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Weaver Consulting Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Weaver Consulting Group’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
-4,077
Closed -$382K – 268
2025
Q2 		$382K Hold
4,077
– – 0.11% 152
2025
Q1 		$359K Buy
4,077
+54
+1% +$4.97K 0.11% 147
2024
Q4 		$373K Hold
4,023
– – 0.11% 140
2024
Q3 		$390K Hold
4,023
– – 0.12% 133
2024
Q2 		$348K Hold
4,023
– – 0.12% 135
2024
Q1 		$362K Hold
4,023
– – 0.13% 136
2023
Q4 		$341K Hold
4,023
– – 0.14% 129
2023
Q3 		$305K Buy
4,023
+312
+8% +$24.8K 0.14% 135
2023
Q2 		$296K Buy
3,711
+660
+22% +$49.7K 0.13% 139
2023
Q1 		$225K Sell
3,051
-476
-13% -$33.8K 0.1% 161
2022
Q4 		$229K Hold
3,527
– – 0.12% 153
2022
Q3 		$212K Sell
3,527
-1,576
-31% -$106K 0.12% 155
2022
Q2 		$325K Hold
5,103
– – 0.18% 112
2022
Q1 		$381K Sell
5,103
-329
-6% -$24.2K 0.18% 106
2021
Q4 		$413K Hold
5,432
– – 0.2% 94
2021
Q3 		$398K Buy
5,432
+1,576
+41% +$119K 0.22% 91
2021
Q2 		$286K Hold
3,856
– – 0.16% 114
2021
Q1 		$267K Hold
3,856
– – 0.16% 110
2020
Q4 		$239K Sell
3,856
-57
-1% -$3.36K 0.15% 113
2020
Q3 		$214K Hold
3,913
– – 0.12% 114
2020
Q2 		$204K Sell
3,913
-746
-16% -$37.1K 0.12% 121
2020
Q1 		$204K Buy
4,659
+1,897
+69% +$97.5K 0.13% 104
2019
Q4 		$139K Buy
2,762
+2,286
+480% +$121K 0.07% 138
2019
Q3 		$24K Hold
476
– – 0.01% 321
2019
Q2 		$23K Hold
476
– – 0.01% 324
2019
Q1 		$22K Buy
+476
New +$21.5K 0.01% 708

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

Weaver Consulting Group's MOAT Position: Q3 2025 in Review

Weaver Consulting Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 4,077 shares — an estimated $382K sold.

Weaver Consulting Group first reported a position in MOAT in Q1 2019 and held it in 26 quarters. The position peaked at $413K in Q4 2021. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Weaver Consulting Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Weaver Consulting Group sold 4,077 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $382K.
  • Weaver Consulting Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and held it in 26 quarters.
  • Weaver Consulting Group's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Weaver Consulting Group's 13F filing for Q3 2025, filed 12 Nov 2025.