New Millennium Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

New Millennium Group’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	-31	Closed	-$3.07K	–	480
2025 Q3	$3.07K	Hold	31	–	–	﹤0.01%	293
2025 Q2	$2.91K	Hold	31	–	–	﹤0.01%	298
2025 Q1	$2.73K	Hold	31	–	–	﹤0.01%	311
2024 Q4	$2.87K	Hold	31	–	–	﹤0.01%	352
2024 Q3	$3K	Hold	31	–	–	﹤0.01%	274
2024 Q2	$2.69K	Buy	+31	New	+$2.69K	﹤0.01%	279
2024 Q1	–	Sell	-34	Closed	-$2.89K	–	267
2023 Q4	$2.89K	Sell	34 -21,448	-100%	-$1.67M	﹤0.01%	284
2023 Q3	$1.63M	Sell	21,482 -990	-4%	-$78.8K	1.49%	20
2023 Q2	$1.79M	Buy	+22,472	New	+$1.69M	1.64%	17

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 $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

New Millennium Group's MOAT Position: Q4 2025 in Review

New Millennium Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 31 shares — an estimated $3.07K sold.

New Millennium Group first reported a position in MOAT in Q2 2023 and held it in 9 quarters. The position peaked at $1.79M in Q2 2023. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

New Millennium Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
New Millennium Group sold 31 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $3.07K.
New Millennium Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 9 quarters.
New Millennium Group's VanEck Morningstar Wide Moat ETF position peaked at $1.79M in Q2 2023.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.