McCarthy & Cox’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

McCarthy & Cox’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	-40,947	Closed	-$4.06M	–	58
2025 Q3	$4.06M	Buy	40,947 +1,832	+5%	+$179K	0.93%	18
2025 Q2	$3.67M	Sell	39,115 -430	-1%	-$37.7K	0.96%	17
2025 Q1	$3.48M	Buy	39,545 +53	+0.1%	+$4.88K	1.52%	15
2024 Q4	$3.66M	Sell	39,492 -1,372	-3%	-$132K	1.27%	23
2024 Q3	$3.96M	Sell	40,864 -11,712	-22%	-$1.07M	1.52%	21
2024 Q2	$4.55M	Buy	52,576 +772	+1%	+$67.1K	1.75%	21
2024 Q1	$4.66M	Buy	+51,804	New	+$4.44M	1.76%	20

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

McCarthy & Cox's MOAT Position: Q4 2025 in Review

McCarthy & Cox sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 40,947 shares — an estimated $4.06M sold.

McCarthy & Cox first reported a position in MOAT in Q1 2024 and held it in 7 quarters. The position peaked at $4.66M in Q1 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

McCarthy & Cox reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 40,947 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $4.06M.
McCarthy & Cox first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's VanEck Morningstar Wide Moat ETF position peaked at $4.66M in Q1 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.