AssetMark Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

AssetMark Inc’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
2026 Q3	$35.1M	Buy	332,309 +5,331	+2%	+$583K	0.06%	251
2026 Q2	$34M	Buy	326,978 +41,912	+15%	+$4.24M	0.06%	252
2026 Q1	$27.6M	Buy	285,066 +5,561	+2%	+$576K	0.06%	267
2025 Q4	$28.9M	Sell	279,505 -3,179	-1%	-$325K	0.06%	259
2025 Q3	$28M	Sell	282,684 -8,500	-3%	-$829K	0.06%	246
2025 Q2	$27.3M	Buy	291,184 +220,316	+311%	+$19.3M	0.06%	227
2025 Q1	$6.24M	Sell	70,868 -7,724	-10%	-$711K	0.02%	462
2024 Q4	$7.29M	Buy	78,592 +74,126	+1,660%	+$7.14M	0.02%	421
2024 Q3	$433K	Buy	4,466 +1,838	+70%	+$168K	﹤0.01%	908
2024 Q2	$228K	Buy	2,628 +2,336	+800%	+$203K	﹤0.01%	970
2024 Q1	$26.3K	Sell	292 -3,022	-91%	-$259K	﹤0.01%	1250
2023 Q4	$281K	Buy	3,314 +3,209	+3,056%	+$249K	﹤0.01%	864
2023 Q3	$7.96K	Buy	105 +90	+600%	+$7.17K	﹤0.01%	1349
2023 Q2	$1.2K	Buy	+15	New	+$1.13K	﹤0.01%	1459

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

AssetMark Inc's MOAT Position: Q3 2026 in Review

AssetMark Inc increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q3 2026, buying an estimated $583K and bringing the position to 332,309 shares worth $35.1M. The position accounts for 0.06% of the portfolio, ranked #251.

AssetMark Inc first reported a position in MOAT in Q2 2023 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

AssetMark Inc held 332,309 shares of VanEck Morningstar Wide Moat ETF worth $35.1M as of Q3 2026.
AssetMark Inc bought 5,331 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $583K.
VanEck Morningstar Wide Moat ETF made up 0.06% of AssetMark Inc's portfolio in Q3 2026, its #251 holding.
AssetMark Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 14 quarters since.
176 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.