Kovitz Investment Group Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kovitz Investment Group 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	–	Sell	-43,652	Closed	-$4.33M	–	989
2025 Q3	$4.33M	Sell	43,652 -453	-1%	-$44.2K	0.02%	492
2025 Q2	$4.14M	Sell	44,105 -2,892	-6%	-$254K	0.02%	479
2025 Q1	$4.14M	Sell	46,997 -480	-1%	-$44.2K	0.02%	437
2024 Q4	$4.4M	Buy	47,477 +622	+1%	+$59.9K	0.02%	423
2024 Q3	$4.24M	Buy	46,855 +2,621	+6%	+$240K	0.03%	368
2024 Q2	$3.83M	Hold	44,234	–	–	0.03%	328
2024 Q1	$3.98M	Sell	44,234 -3,517	-7%	-$302K	0.05%	226
2023 Q4	$4.05M	Sell	47,751 -27,448	-37%	-$2.13M	0.07%	181
2023 Q3	$5.7M	Sell	75,199 -2,151	-3%	-$171K	0.1%	117
2023 Q2	$6.17M	Buy	+77,350	New	+$5.82M	0.09%	114

Other funds holding MOAT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kovitz Investment Group Partners's MOAT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 43,652 shares — an estimated $4.33M sold.

Kovitz Investment Group Partners first reported a position in MOAT in Q2 2023 and held it in 10 quarters. The position peaked at $6.17M in Q2 2023. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 43,652 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $4.33M.
Kovitz Investment Group Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 10 quarters.
Kovitz Investment Group Partners's VanEck Morningstar Wide Moat ETF position peaked at $6.17M in Q2 2023.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.