Continuum Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Continuum Advisory’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	–	Sell	-599	Closed	-$52.7K	–	1132
2025 Q1	$52.7K	Buy	599 +68	+13%	+$6.26K	0.01%	660
2024 Q4	$49.2K	Hold	531	–	–	0.01%	669
2024 Q3	$51.2K	Hold	531	–	–	0.01%	654
2024 Q2	$46K	Sell	531 -7	-1%	-$608	0.01%	621
2024 Q1	$47.3K	Sell	538 -4,630	-90%	-$397K	0.01%	610
2023 Q4	$439K	Buy	5,168 +560	+12%	+$43.5K	0.06%	304
2023 Q3	$349K	Sell	4,608 -24	-0.5%	-$1.91K	0.06%	333
2023 Q2	$370K	Sell	4,632 -184	-4%	-$13.8K	0.06%	329
2023 Q1	$356K	Sell	4,816 -258	-5%	-$18.3K	0.06%	315
2022 Q4	$329K	Sell	5,074 -160	-3%	-$10.4K	0.06%	329
2022 Q3	$314K	Buy	5,234 +166	+3%	+$11.2K	0.06%	314
2022 Q2	$323K	Buy	+5,068	New	+$348K	0.06%	323

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 $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Continuum Advisory's MOAT Position: Q2 2025 in Review

Continuum Advisory sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 599 shares — an estimated $52.7K sold.

Continuum Advisory first reported a position in MOAT in Q2 2022 and held it in 12 quarters. The position peaked at $439K in Q4 2023. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Continuum Advisory reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 599 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $52.7K.
Continuum Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 12 quarters.
Continuum Advisory's VanEck Morningstar Wide Moat ETF position peaked at $439K in Q4 2023.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.