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EWG Elevate’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

EWG Elevate’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
-14,666
Closed -$1.38M – 150
2025
Q2 		$1.38M Sell
14,666
-7,194
-33% -$631K 0.42% 65
2025
Q1 		$1.92M Sell
21,860
-4,376
-17% -$403K 0.72% 40
2024
Q4 		$2.43M Buy
26,236
+1,801
+7% +$173K 0.74% 39
2024
Q3 		$2.37M Sell
24,435
-7,531
-24% -$689K 0.95% 28
2024
Q2 		$2.77M Buy
31,966
+2,544
+9% +$221K 1.01% 32
2024
Q1 		$2.65M Sell
29,422
-161
-0.5% -$13.8K 1.01% 35
2023
Q4 		$2.51M Buy
29,583
+2,653
+10% +$206K 1.04% 33
2023
Q3 		$2.04M Sell
26,930
-338
-1% -$26.9K 0.92% 38
2023
Q2 		$2.18M Buy
27,268
+631
+2% +$47.5K 0.9% 38
2023
Q1 		$1.97M Buy
26,637
+97
+0.4% +$6.88K 0.84% 40
2022
Q4 		$1.72M Buy
26,540
+2,059
+8% +$134K 0.87% 26
2022
Q3 		$1.47M Hold
24,481
– – 0.83% 26
2022
Q2 		$1.56M Buy
24,481
+5,961
+32% +$409K 0.76% 31
2022
Q1 		$1.38M Buy
18,520
+1,696
+10% +$125K 0.54% 43
2021
Q4 		$1.28M Buy
16,824
+2,655
+19% +$201K 0.63% 41
2021
Q3 		$1.04M Buy
14,169
+732
+5% +$55.1K 0.43% 43
2021
Q2 		$1M Sell
13,437
-1,687
-11% -$123K 0.39% 48
2021
Q1 		$1.05M Sell
15,124
-5,071
-25% -$334K 0.46% 41
2020
Q4 		$1.25M Sell
20,195
-1,323
-6% -$77.9K 0.58% 41
2020
Q3 		$1.18M Sell
21,518
-1,273
-6% -$69.6K 0.68% 29
2020
Q2 		$1.19M Sell
22,791
-8,311
-27% -$414K 0.8% 27
2020
Q1 		$1.36M Buy
31,102
+8,245
+36% +$424K 1.03% 27
2019
Q4 		$1.25M Buy
+22,857
New +$1.21M 0.68% 33

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EWG Elevate's MOAT Position: Q3 2025 in Review

EWG Elevate sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 14,666 shares — an estimated $1.38M sold.

EWG Elevate first reported a position in MOAT in Q4 2019 and held it in 23 quarters. The position peaked at $2.77M in Q2 2024. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • EWG Elevate reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 14,666 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $1.38M.
  • EWG Elevate first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 23 quarters.
  • EWG Elevate's VanEck Morningstar Wide Moat ETF position peaked at $2.77M in Q2 2024.
  • 680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.