Objectivity Squared
MOAT icon

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 693 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.
  • 693 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.