Cascade Financial Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cascade Financial Partners’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	$2.11M	Hold
2025 Q1	$1.98M	Sell
2024 Q4	$3.55M	Hold
2024 Q3	$3.71M	Hold
2024 Q2	$3.32M	Hold
2024 Q1	$3.28M	Buy