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

Root Financial 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
2026 Q3	$1.02M	Sell	9,678 -1	-0%	-$109	0.03%	131
2026 Q2	$1.01M	Sell	9,679 -120	-1%	-$12.1K	0.04%	124
2026 Q1	$948K	Buy	9,799 +152	+2%	+$15.8K	0.04%	108
2025 Q4	$999K	Sell	9,647 -1	-0%	-$102	0.05%	98
2025 Q3	$956K	Hold	9,648	–	–	0.06%	88
2025 Q2	$905K	Sell	9,648 -136	-1%	-$11.9K	0.09%	79
2025 Q1	$861K	Sell	9,784 -244	-2%	-$22.5K	0.09%	78
2024 Q4	$930K	Buy	10,028 +380	+4%	+$36.6K	0.12%	62
2024 Q3	$935K	Hold	9,648	–	–	0.15%	50
2024 Q2	$836K	Hold	9,648	–	–	0.2%	44
2024 Q1	$867K	Buy	9,648 +209	+2%	+$17.9K	0.26%	38
2023 Q4	$801K	Buy	+9,439	New	+$733K	0.3%	34

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Root Financial Partners's MOAT Position: Q3 2026 in Review

Root Financial Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.01% in Q3 2026, selling an estimated $109 and leaving 9,678 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #131.

Root Financial Partners first reported a position in MOAT in Q4 2023 and has held it in 12 quarters since. 303 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Root Financial Partners held 9,678 shares of VanEck Morningstar Wide Moat ETF worth $1.02M as of Q3 2026.
Root Financial Partners sold 1 VanEck Morningstar Wide Moat ETF share in Q3 2026, an estimated $109.
VanEck Morningstar Wide Moat ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #131 holding.
Root Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 12 quarters since.
303 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.