CSP
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Cary Street Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cary Street Partners’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.5M Sell
47,948
-621
-1% -$58.2K 0.13% 181
2025
Q1 		$4.27M Buy
48,569
+814
+2% +$71.6K 0.14% 165
2024
Q4 		$4.43M Buy
+47,755
New +$4.43M 0.14% 149