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
2025 Q3	$956K	Hold
2025 Q2	$905K	Sell
2025 Q1	$861K	Sell
2024 Q4	$930K	Buy
2024 Q3	$935K	Hold
2024 Q2	$836K	Hold
2024 Q1	$867K	Buy
2023 Q4	$801K	Buy