UBS Group’s VanEck Morningstar Wide Moat Value ETF MVAL Stock Holding History

UBS Group’s Portfolio MVAL Stock Details MVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-116	Closed	-$3.99K	–	11304
2025 Q3	$3.99K	Sell	116 -81	-41%	-$2.76K	﹤0.01%	8985
2025 Q2	$6.39K	Buy	+197	New	+$6.07K	﹤0.01%	9098

Other funds holding MVAL

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

UBS Group's MVAL Position: Q4 2025 in Review

UBS Group sold out of VanEck Morningstar Wide Moat Value ETF (MVAL) in Q4 2025, closing a stake of 116 shares — an estimated $3.99K sold.

UBS Group first reported a position in MVAL in Q2 2025 and held it in 2 quarters. The position peaked at $6.39K in Q2 2025. 3 funds tracked by Wall St. Rank hold MVAL as of Q4 2025.

UBS Group reported no remaining VanEck Morningstar Wide Moat Value ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 116 VanEck Morningstar Wide Moat Value ETF shares in Q4 2025, an estimated $3.99K.
UBS Group first reported a position in VanEck Morningstar Wide Moat Value ETF in Q2 2025 and held it in 2 quarters.
UBS Group's VanEck Morningstar Wide Moat Value ETF position peaked at $6.39K in Q2 2025.
3 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat Value ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.