Rakuten Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rakuten Investment Management’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	–	Sell	-1,612	Closed	-$159K	–	624
2025 Q3	$159K	Buy	+1,612	New	+$157K	﹤0.01%	600
2025 Q1	$169K	Buy	+1,928	New	+$177K	﹤0.01%	650

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 $71.6B AUM 21.08% 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

Rakuten Investment Management's MOAT Position: Q4 2025 in Review

Rakuten Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 1,612 shares — an estimated $159K sold.

Rakuten Investment Management first reported a position in MOAT in Q1 2025 and held it in 2 quarters. The position peaked at $169K in Q1 2025. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Rakuten Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Rakuten Investment Management sold 1,612 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $159K.
Rakuten Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and held it in 2 quarters.
Rakuten Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $169K in Q1 2025.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Rakuten Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.