Focus Partners Wealth
MOAT icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.98M Buy
92,858
+811
+0.9% +$84.1K 0.01% 751
2025
Q4 		$9.53M Buy
92,047
+48,952
+114% +$5M 0.01% 714
2025
Q3 		$4.27M Buy
43,095
+15,482
+56% +$1.51M 0.01% 796
2025
Q2 		$2.59M Sell
27,613
-759
-3% -$66.6K 0.01% 837
2025
Q1 		$2.5M Sell
28,372
-29,759
-51% -$2.74M 0.01% 796
2024
Q4 		$5.39M Buy
58,131
+36,701
+171% +$3.54M 0.01% 598
2024
Q3 		$891K Sell
21,430
-30,169
-58% -$2.76M ﹤0.01% 970
2024
Q2 		$4.47M Buy
+51,599
New +$4.48M 0.02% 516

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