Essex Savings Bank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Essex Savings Bank’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	-2,703	Closed	-$268K	–	324
2025 Q3	$268K	Sell	2,703 -158	-6%	-$15.4K	0.06%	248
2025 Q2	$268K	Hold	2,861	–	–	0.06%	237
2025 Q1	$252K	Sell	2,861 -15	-0.5%	-$1.38K	0.06%	243
2024 Q4	$267K	Sell	2,876 -131	-4%	-$12.6K	0.07%	224
2024 Q3	$292K	Sell	3,007 -114	-4%	-$10.4K	0.07%	219
2024 Q2	$270K	Sell	3,121 -147	-4%	-$12.8K	0.07%	213
2024 Q1	$277K	Hold	3,268	–	–	0.08%	207
2023 Q4	$277K	Sell	3,268 -24	-0.7%	-$1.86K	0.08%	206
2023 Q3	$250K	Buy	3,292 +365	+12%	+$29.1K	0.08%	194
2023 Q2	$234K	Buy	+2,927	New	+$220K	0.08%	205

Other funds holding MOAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $208B AUM 16.12% 1-Year Est. Return

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

Essex Savings Bank's MOAT Position: Q4 2025 in Review

Essex Savings Bank sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 2,703 shares — an estimated $268K sold.

Essex Savings Bank first reported a position in MOAT in Q2 2023 and held it in 10 quarters. The position peaked at $292K in Q3 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Essex Savings Bank reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 2,703 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $268K.
Essex Savings Bank first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 10 quarters.
Essex Savings Bank's VanEck Morningstar Wide Moat ETF position peaked at $292K in Q3 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.