Objectivity Squared’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Objectivity Squared’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	-122,930	Closed	-$10M	–	52
2025 Q1	$10M	Buy	122,930 +4,124	+3%	+$380K	8.42%	6
2024 Q4	$10.8M	Buy	118,806 +2,891	+2%	+$278K	7.53%	5
2024 Q3	$11.1M	Buy	115,915 +2,904	+3%	+$266K	7.69%	5
2024 Q2	$10.1M	Buy	113,011 +6,992	+7%	+$608K	7.73%	5
2024 Q1	$9.22M	Buy	106,019 +36,878	+53%	+$3.16M	8.1%	5
2023 Q4	$5.87M	Buy	+69,141	New	+$5.37M	5.84%	6

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 $6.37B AUM 23.22% 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

Objectivity Squared's MOAT Position: Q2 2025 in Review

Objectivity Squared sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 122,930 shares — an estimated $10M sold.

Objectivity Squared first reported a position in MOAT in Q4 2023 and held it in 6 quarters. The position peaked at $11.1M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Objectivity Squared reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
Objectivity Squared sold 122,930 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $10M.
Objectivity Squared first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 6 quarters.
Objectivity Squared's VanEck Morningstar Wide Moat ETF position peaked at $11.1M in Q3 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Objectivity Squared's 13F filing for Q2 2025, filed 23 Jul 2025.