Advisor OS’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advisor OS’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	-56,481	Closed	-$5.3M	–	500
2025 Q2	$5.3M	Buy	56,481 +7,123	+14%	+$625K	0.52%	30
2025 Q1	$4.34M	Buy	49,358 +2,818	+6%	+$259K	0.49%	33
2024 Q4	$4.32M	Buy	46,540 +8,146	+21%	+$785K	0.5%	32
2024 Q3	$3.72M	Buy	38,394 +6,109	+19%	+$559K	0.37%	47
2024 Q2	$2.8M	Buy	32,285 +11,106	+52%	+$965K	0.31%	59
2024 Q1	$1.9M	Buy	21,179 +13,259	+167%	+$1.14M	0.22%	85
2023 Q4	$672K	Buy	+7,920	New	+$615K	0.09%	178

Other funds holding MOAT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisor OS's MOAT Position: Q3 2025 in Review

Advisor OS sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 56,481 shares — an estimated $5.3M sold.

Advisor OS first reported a position in MOAT in Q4 2023 and held it in 7 quarters. The position peaked at $5.3M in Q2 2025. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Advisor OS reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Advisor OS sold 56,481 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $5.3M.
Advisor OS first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 7 quarters.
Advisor OS's VanEck Morningstar Wide Moat ETF position peaked at $5.3M in Q2 2025.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.