Clearstead Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-188	Closed	-$18.6K	–	1330
2025 Q3	$18.6K	Sell	188 -113	-38%	-$11K	﹤0.01%	455
2025 Q2	$28.2K	Hold	301	–	–	0.01%	371
2025 Q1	$26.5K	Sell	301 -200	-40%	-$18.4K	0.01%	324
2024 Q4	$46.5K	Hold	501	–	–	0.01%	265
2024 Q3	$48.6K	Hold	501	–	–	0.01%	245
2024 Q2	$43.4K	Hold	501	–	–	0.01%	247
2024 Q1	$45K	Buy	+501	New	+$43K	0.01%	248

Other funds holding MOAT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Trust's MOAT Position: Q4 2025 in Review

Clearstead Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 188 shares — an estimated $18.6K sold.

Clearstead Trust first reported a position in MOAT in Q1 2024 and held it in 7 quarters. The position peaked at $48.6K in Q3 2024. 726 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Clearstead Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 188 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $18.6K.
Clearstead Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 7 quarters.
Clearstead Trust's VanEck Morningstar Wide Moat ETF position peaked at $48.6K in Q3 2024.
726 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.