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
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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's MOAT Position: Q4 2025 in Review

Global Retirement Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.7% in Q4 2025, selling an estimated $63.7K and leaving 35,113 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #277.

Global Retirement Partners first reported a position in MOAT in Q1 2018 and has held it in 30 quarters since. The position peaked at $4.92M in Q2 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Global Retirement Partners held 35,113 shares of VanEck Morningstar Wide Moat ETF worth $3.64M as of Q4 2025.
Global Retirement Partners sold 624 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $63.7K.
VanEck Morningstar Wide Moat ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #277 holding.
Global Retirement Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 30 quarters since.
Global Retirement Partners's VanEck Morningstar Wide Moat ETF position peaked at $4.92M in Q2 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.