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

ORG 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	-8,375	Closed	-$734K	–	1585
2025 Q1	$734K	Buy	+8,375	New	+$771K	0.18%	106
2024 Q1	–	Sell	-36	Closed	-$3.11K	–	872
2023 Q4	$3.11K	Buy	+36	New	+$2.8K	﹤0.01%	908
2023 Q3	–	Sell	-296	Closed	-$23.6K	–	1516
2023 Q2	$23.6K	Buy	+296	New	+$22.3K	﹤0.01%	841

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

ORG Partners's MOAT Position: Q2 2025 in Review

ORG Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 8,375 shares — an estimated $734K sold.

ORG Partners first reported a position in MOAT in Q2 2023 and held it in 3 quarters. The position peaked at $734K in Q1 2025. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

ORG Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 8,375 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $734K.
ORG Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 3 quarters.
ORG Partners's VanEck Morningstar Wide Moat ETF position peaked at $734K in Q1 2025.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.