Liberty Square Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Liberty Square Wealth 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	–	Sell	-3,279	Closed	-$317K	–	145
2026 Q1	$317K	Hold	3,279	–	–	0.09%	104
2025 Q4	$340K	Hold	3,279	–	–	0.1%	101
2025 Q3	$325K	Hold	3,279	–	–	0.1%	108
2025 Q2	$308K	Hold	3,279	–	–	0.11%	112
2025 Q1	$289K	Hold	3,279	–	–	0.11%	112
2024 Q4	$300K	Buy	+3,279	New	+$316K	0.11%	113

Other funds holding MOAT

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

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 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 San Francisco, California $617B AUM 30.33% 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

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

Liberty Square Wealth Partners's MOAT Position: Q2 2026 in Review

Liberty Square Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 3,279 shares — an estimated $317K sold.

Liberty Square Wealth Partners first reported a position in MOAT in Q4 2024 and held it in 6 quarters. The position peaked at $340K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Liberty Square Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Liberty Square Wealth Partners sold 3,279 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $317K.
Liberty Square Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 6 quarters.
Liberty Square Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $340K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.