GRP
MOAT icon

Global Retirement Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Global Retirement Partners’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
Q2 		$3.24M Buy
+31,207
New +$3.15M 0.05% 352
2025
Q4 		$3.64M Sell
35,113
-624
-2% -$63.7K 0.06% 277
2025
Q3 		$3.54M Buy
35,737
+182
+0.5% +$17.8K 0.08% 229
2025
Q2 		$3.33M Buy
+35,555
New +$3.12M 0.08% 219
2024
Q4 		$3.68M Sell
39,679
-2,771
-7% -$267K 0.11% 190
2024
Q3 		$4.12M Sell
42,450
-14,354
-25% -$1.31M 0.12% 161
2024
Q2 		$4.92M Buy
56,804
+5,852
+11% +$508K 0.15% 138
2024
Q1 		$4.58M Buy
50,952
+5,772
+13% +$495K 0.17% 128
2023
Q4 		$3.76M Buy
45,180
+16,237
+56% +$1.26M 0.16% 140
2023
Q3 		$2.16M Sell
28,943
-882
-3% -$70.2K 0.11% 178
2023
Q2 		$2.38M Buy
29,825
+957
+3% +$72K 0.12% 168
2023
Q1 		$2.12M Buy
28,868
+14,757
+105% +$1.05M 0.11% 182
2022
Q4 		$916K Sell
14,111
-8,991
-39% -$583K 0.06% 269
2022
Q3 		$1.48M Buy
23,102
+333
+1% +$22.4K 0.11% 187
2022
Q2 		$1.45M Sell
22,769
-1,735
-7% -$119K 0.12% 185
2022
Q1 		$1.63M Buy
+24,504
New +$1.81M 0.13% 175
2021
Q4 		– Sell
-27,116
Closed -$1.99M – 1200
2021
Q3 		$1.99M Sell
27,116
-965
-3% -$72.6K 0.2% 111
2021
Q2 		$2.08M Buy
28,081
+22,513
+404% +$1.64M 0.21% 104
2021
Q1 		$386K Buy
5,568
+1,800
+48% +$119K 0.05% 301
2020
Q4 		$234K Sell
3,768
-961
-20% -$56.6K 0.03% 371
2020
Q3 		$258K Sell
4,729
-679
-13% -$37.1K 0.04% 322
2020
Q2 		$282K Hold
5,408
– – 0.05% 301
2020
Q1 		$237K Sell
5,408
-853
-14% -$43.9K 0.04% 290
2019
Q4 		$343K Buy
6,261
+1,889
+43% +$100K 0.05% 287
2019
Q3 		$219K Buy
4,372
+754
+21% +$37K 0.04% 349
2019
Q2 		$174K Buy
3,618
+2,938
+432% +$139K 0.03% 361
2019
Q1 		$32K Buy
680
+51
+8% +$2.31K 0.01% 679
2018
Q4 		$26K Buy
629
+19
+3% +$845 0.01% 670
2018
Q3 		$29K Buy
610
+23
+4% +$1.05K 0.01% 706
2018
Q2 		$26K Buy
587
+57
+11% +$2.43K 0.01% 718
2018
Q1 		$22K Buy
+530
New +$23K 0.01% 730

Other funds holding MOAT

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

Global Retirement Partners's MOAT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 31,207 shares worth $3.24M. The stake represents 0.05% of the portfolio and ranks #352 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MOAT as recently as Q4 2025.

Global Retirement Partners first reported a position in MOAT in Q1 2018 and has held it in 31 quarters since. The position peaked at $4.92M in Q2 2024. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Global Retirement Partners held 31,207 shares of VanEck Morningstar Wide Moat ETF worth $3.24M as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Global Retirement Partners position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #352 holding.
  • Global Retirement Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 31 quarters since.
  • Global Retirement Partners's VanEck Morningstar Wide Moat ETF position peaked at $4.92M in Q2 2024.
  • 731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.