Oversea-Chinese Banking Corp (OCBC)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 Q3	–	Sell	-6,061	Closed	-$568K	–	355
2025 Q2	$568K	Sell	6,061 -9,389	-61%	-$824K	0.02%	240
2025 Q1	$1.36M	Sell	15,450 -129,169	-89%	-$11.9M	0.04%	205
2024 Q4	$13.4M	Sell	144,619 -319,557	-69%	-$30.8M	0.38%	57
2024 Q3	$45M	Sell	464,176 -106,699	-19%	-$9.76M	1.25%	16
2024 Q2	$49.4M	Sell	570,875 -24,164	-4%	-$2.1M	1.46%	14
2024 Q1	$53.5M	Buy	595,039 +8,189	+1%	+$703K	1.6%	15
2023 Q4	$49.8M	Sell	586,850 -68,664	-10%	-$5.33M	1.75%	12
2023 Q3	$49.7M	Sell	655,514 -85,667	-12%	-$6.82M	2.24%	8
2023 Q2	$59.1M	Buy	741,181 +10,161	+1%	+$765K	2.83%	8
2023 Q1	$54M	Sell	731,020 -67,889	-8%	-$4.82M	2.69%	7
2022 Q4	$51.9M	Buy	+798,909	New	+$51.8M	2.99%	5

Other funds holding MOAT

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

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

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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s MOAT Position: Q3 2025 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 6,061 shares — an estimated $568K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in MOAT in Q4 2022 and held it in 11 quarters. The position peaked at $59.1M in Q2 2023. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Oversea-Chinese Banking Corp (OCBC) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Oversea-Chinese Banking Corp (OCBC) sold 6,061 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $568K.
Oversea-Chinese Banking Corp (OCBC) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 11 quarters.
Oversea-Chinese Banking Corp (OCBC)'s VanEck Morningstar Wide Moat ETF position peaked at $59.1M in Q2 2023.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q3 2025, filed 28 Oct 2025.