Focus Partners Wealth
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Focus Partners Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Focus Partners Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.59M Sell
27,613
-759
-3% -$71.2K 0.01% 831
2025
Q1 		$2.5M Sell
28,372
-29,759
-51% -$2.62M 0.01% 791
2024
Q4 		$5.39M Buy
58,131
+36,701
+171% +$3.4M 0.01% 595
2024
Q3 		$891K Sell
21,430
-30,169
-58% -$1.25M ﹤0.01% 960
2024
Q2 		$4.47M Buy
+51,599
New +$4.47M 0.02% 516