Clarity Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Clarity Capital 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	$325K	Hold	3,470	–	–	0.12%	77
2025 Q1	$305K	Sell	3,470 -500	-13%	-$46K	0.12%	87
2024 Q4	$368K	Sell	3,970 -135	-3%	-$13K	0.19%	80
2024 Q3	$398K	Sell	4,105 -435	-10%	-$39.8K	0.23%	74
2024 Q2	$393K	Buy	4,540 +29	+0.6%	+$2.52K	0.24%	83
2024 Q1	$406K	Sell	4,511 -8,972	-67%	-$770K	0.27%	79
2023 Q4	$1.14M	Buy	+13,483	New	+$1.05M	0.8%	32

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 $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Clarity Capital Partners's MOAT Position: Q2 2025 in Review

Clarity Capital Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2025 at 3,470 shares worth $325K. The position accounts for 0.12% of the portfolio, ranked #77.

Clarity Capital Partners first reported a position in MOAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2023. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Clarity Capital Partners held 3,470 shares of VanEck Morningstar Wide Moat ETF worth $325K as of Q2 2025.
Clarity Capital Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2025.
VanEck Morningstar Wide Moat ETF made up 0.12% of Clarity Capital Partners's portfolio in Q2 2025, its #77 holding.
Clarity Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.14M in Q4 2023.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.