Concord Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Concord Wealth 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 Q4	–	Sell	-68	Closed	-$6.74K	–	877
2025 Q3	$6.74K	Sell	68 -119	-64%	-$11.6K	﹤0.01%	579
2025 Q2	$17.5K	Sell	187 -105	-36%	-$9.21K	﹤0.01%	482
2025 Q1	$25.7K	Sell	292 -11,443	-98%	-$1.05M	﹤0.01%	405
2024 Q4	$1.09M	Buy	11,735 +208	+2%	+$20K	0.18%	103
2024 Q3	$1.12M	Sell	11,527 -2,764	-19%	-$253K	0.19%	92
2024 Q2	$1.24M	Buy	14,291 +691	+5%	+$60K	0.22%	91
2024 Q1	$1.22M	Buy	13,600 +1,305	+11%	+$112K	0.22%	89
2023 Q4	$1.04M	Buy	12,295 +372	+3%	+$28.9K	0.21%	91
2023 Q3	$904K	Buy	+11,923	New	+$949K	0.19%	83
2022 Q3	–	Sell	-50	Closed	-$3K	–	739
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	953
2022 Q1	$4K	Buy	50 +11	+28%	+$811	﹤0.01%	973
2021 Q4	$3K	Hold	39	–	–	﹤0.01%	1065
2021 Q3	$3K	Buy	39 +8	+26%	+$602	﹤0.01%	694
2021 Q2	$2K	Buy	31 +8	+35%	+$582	﹤0.01%	901
2021 Q1	$2K	Hold	23	–	–	﹤0.01%	835
2020 Q4	$1K	Buy	+23	New	+$1.35K	﹤0.01%	635

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

Concord Wealth Partners's MOAT Position: Q4 2025 in Review

Concord Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 68 shares — an estimated $6.74K sold.

Concord Wealth Partners first reported a position in MOAT in Q4 2020 and held it in 16 quarters. The position peaked at $1.24M in Q2 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Concord Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 68 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $6.74K.
Concord Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and held it in 16 quarters.
Concord Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.24M in Q2 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.