Evelyn Partners Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Evelyn Partners Investment Management’s Portfolio MOAT Stock Details MOAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$991	Hold
2025 Q2	$938	Hold
2025 Q1	$880	Hold
2024 Q4	$927	Buy