MassMutual Private Wealth & Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MassMutual Private Wealth & Trust’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	-168	Closed	-$16.6K	–	2428
2025 Q3	$16.6K	Hold	168	–	–	﹤0.01%	1196
2025 Q2	$15.8K	Buy	+168	New	+$14.7K	﹤0.01%	1199

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 $6.37B 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 $208B AUM 16.12% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's MOAT Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 168 shares — an estimated $16.6K sold.

MassMutual Private Wealth & Trust first reported a position in MOAT in Q2 2025 and held it in 2 quarters. The position peaked at $16.6K in Q3 2025. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 168 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $16.6K.
MassMutual Private Wealth & Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 2 quarters.
MassMutual Private Wealth & Trust's VanEck Morningstar Wide Moat ETF position peaked at $16.6K in Q3 2025.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.