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

Advisor Resource Council’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 Q2	–	Sell	-44,085	Closed	-$3.88M	–	425
2025 Q1	$3.88M	Sell	44,085 -40,799	-48%	-$3.75M	0.31%	83
2024 Q4	$7.87M	Buy	+84,884	New	+$8.18M	5.65%	4
2024 Q3	–	Sell	-43,372	Closed	-$3.76M	–	254
2024 Q2	$3.76M	Sell	43,372 -541	-1%	-$47K	6.87%	4
2024 Q1	$3.95M	Buy	+43,913	New	+$3.77M	1.67%	9
2023 Q4	–	Sell	-40,080	Closed	-$3.04M	–	513
2023 Q3	$3.04M	Buy	40,080 +2,169	+6%	+$173K	1.57%	9
2023 Q2	$3.02M	Buy	+37,911	New	+$2.85M	1.36%	12

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Resource Council's MOAT Position: Q2 2025 in Review

Advisor Resource Council sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 44,085 shares — an estimated $3.88M sold.

Advisor Resource Council first reported a position in MOAT in Q2 2023 and held it in 6 quarters. The position peaked at $7.87M in Q4 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Advisor Resource Council reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 44,085 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $3.88M.
Advisor Resource Council first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 6 quarters.
Advisor Resource Council's VanEck Morningstar Wide Moat ETF position peaked at $7.87M in Q4 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.