Sageworth Trust Company of South Dakota’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sageworth Trust Company of South Dakota’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	-4,679	Closed	-$464K	–	48
2025 Q3	$464K	Hold	4,679	–	–	0.44%	39
2025 Q2	$439K	Hold	4,679	–	–	0.48%	34
2025 Q1	$412K	Hold	4,679	–	–	0.49%	37
2024 Q4	$434K	Hold	4,679	–	–	0.55%	33
2024 Q3	$454K	Hold	4,679	–	–	0.58%	33
2024 Q2	$405K	Hold	4,679	–	–	0.6%	32
2024 Q1	$421K	Hold	4,679	–	–	0.65%	38
2023 Q4	$397K	Hold	4,679	–	–	0.75%	33
2023 Q3	$355K	Hold	4,679	–	–	0.78%	35
2023 Q2	$373K	Hold	4,679	–	–	0.93%	28
2023 Q1	$345K	Sell	4,679 -311	-6%	-$22.1K	0.81%	29
2022 Q4	$324K	Hold	4,990	–	–	0.73%	29
2022 Q3	$299K	Buy	4,990 +2,164	+77%	+$146K	0.74%	27
2022 Q2	$180K	Hold	2,826	–	–	0.37%	35
2022 Q1	$211K	Hold	2,826	–	–	0.39%	30
2021 Q4	$215K	Buy	+2,826	New	+$214K	0.33%	32

Other funds holding MOAT

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.08B AUM 23.64% 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 $110B AUM 26.29% 1-Year Est. Return

Sageworth Trust Company of South Dakota's MOAT Position: Q4 2025 in Review

Sageworth Trust Company of South Dakota sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 4,679 shares — an estimated $464K sold.

Sageworth Trust Company of South Dakota first reported a position in MOAT in Q4 2021 and held it in 16 quarters. The position peaked at $464K in Q3 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Sageworth Trust Company of South Dakota reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 4,679 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $464K.
Sageworth Trust Company of South Dakota first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 16 quarters.
Sageworth Trust Company of South Dakota's VanEck Morningstar Wide Moat ETF position peaked at $464K in Q3 2025.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q4 2025, filed 30 Jan 2026.