Nilsine Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Nilsine 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 Q2	–	Sell	-10,008	Closed	-$881K	–	393
2025 Q1	$881K	Buy	10,008 +218	+2%	+$20.1K	0.1%	196
2024 Q4	$908K	Buy	9,790 +216	+2%	+$20.8K	0.1%	194
2024 Q3	$928K	Sell	9,574 -2,920	-23%	-$267K	0.12%	181
2024 Q2	$1.08M	Buy	12,494 +470	+4%	+$40.8K	0.15%	162
2024 Q1	$1.08M	Buy	12,024 +2,501	+26%	+$215K	0.15%	161
2023 Q4	$808K	Buy	9,523 +7	+0.1%	+$544	0.12%	184
2023 Q3	$722K	Buy	9,516 +760	+9%	+$60.5K	0.11%	189
2023 Q2	$699K	Buy	+8,756	New	+$659K	0.1%	195

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nilsine Partners's MOAT Position: Q2 2025 in Review

Nilsine Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 10,008 shares — an estimated $881K sold.

Nilsine Partners first reported a position in MOAT in Q2 2023 and held it in 8 quarters. The position peaked at $1.08M in Q2 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Nilsine Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Nilsine Partners sold 10,008 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $881K.
Nilsine Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 8 quarters.
Nilsine Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.08M in Q2 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Nilsine Partners's 13F filing for Q2 2025, filed 31 Jul 2025.