QSV Equity Investors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

QSV Equity Investors’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 Q4	$513K	Hold	4,950	–	–	0.76%	63
2025 Q3	$491K	Hold	4,950	–	–	0.5%	65
2025 Q2	$464K	Sell	4,950 -53	-1%	-$4.65K	0.48%	62
2025 Q1	$440K	Hold	5,003	–	–	0.46%	60
2024 Q4	$464K	Sell	5,003 -100	-2%	-$9.63K	0.45%	60
2024 Q3	$495K	Hold	5,103	–	–	0.46%	61
2024 Q2	$442K	Hold	5,103	–	–	0.46%	59
2024 Q1	$459K	Hold	5,103	–	–	0.44%	62
2023 Q4	$433K	Buy	+5,103	New	+$396K	0.42%	63

Other funds holding MOAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

QSV Equity Investors's MOAT Position: Q4 2025 in Review

QSV Equity Investors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q4 2025 at 4,950 shares worth $513K. The position accounts for 0.76% of the portfolio, ranked #63.

QSV Equity Investors first reported a position in MOAT in Q4 2023 and has held it in 9 quarters since. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

QSV Equity Investors held 4,950 shares of VanEck Morningstar Wide Moat ETF worth $513K as of Q4 2025.
QSV Equity Investors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q4 2025.
VanEck Morningstar Wide Moat ETF made up 0.76% of QSV Equity Investors's portfolio in Q4 2025, its #63 holding.
QSV Equity Investors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 9 quarters since.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.