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Global Trust Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Global Trust Asset Management’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
Q2 		– Sell
-200
Closed -$17.6K – 496
2025
Q1 		$17.6K Hold
200
– – 0.01% 316
2024
Q4 		$18.5K Hold
200
– – 0.01% 364
2024
Q3 		$19.4K Hold
200
– – 0.01% 347
2024
Q2 		$17.3K Sell
200
-250
-56% -$21.7K 0.01% 331
2024
Q1 		$40.5K Buy
450
+200
+80% +$17.2K 0.02% 272
2023
Q4 		$21.2K Sell
250
-635
-72% -$49.3K 0.01% 296
2023
Q3 		$67.1K Sell
885
-20
-2% -$1.59K 0.03% 218
2023
Q2 		$72.2K Buy
+905
New +$68.1K 0.03% 214
2022
Q4 		– Sell
-400
Closed -$24K – 439
2022
Q3 		$24K Hold
400
– – 0.01% 265
2022
Q2 		$25K Sell
400
-12,932
-97% -$888K 0.01% 268
2022
Q1 		$996K Buy
13,332
+1,769
+15% +$130K 0.41% 57
2021
Q4 		$880K Buy
11,563
+3,133
+37% +$237K 0.35% 71
2021
Q3 		$617K Hold
8,430
– – 0.28% 85
2021
Q2 		$624K Buy
+8,430
New +$614K 0.3% 82
2020
Q1 		– Sell
-26,426
Closed -$1.45M – 391
2019
Q4 		$1.45M Sell
26,426
-3,808
-13% -$202K 0.87% 26
2019
Q3 		$1.52M Buy
30,234
+12,189
+68% +$597K 1.01% 23
2019
Q2 		$867K Sell
18,045
-300
-2% -$14.2K 0.58% 51
2019
Q1 		$856K Buy
18,345
+9,400
+105% +$425K 0.63% 44
2018
Q4 		$368K Sell
8,945
-14,937
-63% -$664K 0.33% 87
2018
Q3 		$1.12M Buy
23,882
+13,800
+137% +$630K 0.77% 33
2018
Q2 		$439K Sell
10,082
-5,830
-37% -$248K 0.33% 83
2018
Q1 		$660K Sell
15,912
-10,304
-39% -$447K 0.52% 57
2017
Q4 		$1.11M Buy
+26,216
New +$1.08M 0.79% 31

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Trust Asset Management's MOAT Position: Q2 2025 in Review

Global Trust Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 200 shares — an estimated $17.6K sold.

Global Trust Asset Management first reported a position in MOAT in Q4 2017 and held it in 23 quarters. The position peaked at $1.52M in Q3 2019. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Global Trust Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 200 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $17.6K.
  • Global Trust Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and held it in 23 quarters.
  • Global Trust Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $1.52M in Q3 2019.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Global Trust Asset Management's 13F filing for Q2 2025, filed 17 Jul 2025.