Empowered Funds’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Empowered Funds’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 Q3	–	Sell	-2,153	Closed	-$202K	–	1905
2025 Q2	$202K	Sell	2,153 -152,252	-99%	-$13.4M	﹤0.01%	1645
2025 Q1	$13.6M	Buy	154,405 +153,716	+22,310%	+$14.1M	0.19%	94
2024 Q4	$63.9K	Buy	+689	New	+$66.4K	﹤0.01%	1607
2023 Q2	–	Sell	-27,049	Closed	-$2M	–	1155
2023 Q1	$2M	Buy	+27,049	New	+$1.92M	0.12%	206

Other funds holding MOAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empowered Funds's MOAT Position: Q3 2025 in Review

Empowered Funds sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 2,153 shares — an estimated $202K sold.

Empowered Funds first reported a position in MOAT in Q1 2023 and held it in 4 quarters. The position peaked at $13.6M in Q1 2025. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Empowered Funds reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Empowered Funds sold 2,153 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $202K.
Empowered Funds first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and held it in 4 quarters.
Empowered Funds's VanEck Morningstar Wide Moat ETF position peaked at $13.6M in Q1 2025.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.