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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Root Financial Partners's MOAT Position: Q2 2026 in Review

Root Financial Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.2% in Q2 2026, selling an estimated $12.1K and leaving 9,679 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #124.

Root Financial Partners first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Root Financial Partners held 9,679 shares of VanEck Morningstar Wide Moat ETF worth $1.01M as of Q2 2026.
Root Financial Partners sold 120 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $12.1K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #124 holding.
Root Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.