Transce3nd’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Transce3nd’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	–	Sell	-308	Closed	-$28.9K	–	759
2025 Q2	$28.9K	Sell	308 -168	-35%	-$14.7K	0.01%	385
2025 Q1	$41.9K	Buy	476 +3	+0.6%	+$276	0.02%	309
2024 Q4	$43.9K	Buy	+473	New	+$45.6K	0.01%	399

Other funds holding MOAT

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

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

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

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

MFIM

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

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

BFA

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

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

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

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

Transce3nd's MOAT Position: Q3 2025 in Review

Transce3nd sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 308 shares — an estimated $28.9K sold.

Transce3nd first reported a position in MOAT in Q4 2024 and held it in 3 quarters. The position peaked at $43.9K in Q4 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Transce3nd reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 308 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $28.9K.
Transce3nd first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 3 quarters.
Transce3nd's VanEck Morningstar Wide Moat ETF position peaked at $43.9K in Q4 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.