Edmond de Rothschild Holding’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.5K	Sell	212 -65	-23%	-$6.74K	﹤0.01%	482
2025 Q4	$28.7K	Hold	277	–	–	﹤0.01%	494
2025 Q3	$27.5K	Hold	277	–	–	﹤0.01%	497
2025 Q2	$26K	Hold	277	–	–	﹤0.01%	494
2025 Q1	$24.4K	Hold	277	–	–	﹤0.01%	503
2024 Q4	$25.7K	Hold	277	–	–	﹤0.01%	536
2024 Q3	$26.9K	Buy	+277	New	+$25.3K	﹤0.01%	566
2022 Q2	–	Sell	-1,300	Closed	-$97K	–	836
2022 Q1	$97K	Buy	+1,300	New	+$95.8K	﹤0.01%	594
2020 Q3	–	Sell	-93	Closed	-$5K	–	640
2020 Q2	$5K	Buy	+93	New	+$4.63K	﹤0.01%	596
2017 Q3	–	Sell	-6,700	Closed	-$265K	–	838
2017 Q2	$265K	Hold	6,700	–	–	0.01%	448
2017 Q1	$251K	Hold	6,700	–	–	0.01%	461
2016 Q4	$233K	Buy	+6,700	New	+$231K	0.01%	472