United Community Bank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

United Community Bank’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	-15,600	Closed	-$1.46M	–	607
2025 Q2	$1.46M	Buy	15,600 +25	+0.2%	+$2.19K	0.5%	54
2025 Q1	$1.37M	Sell	15,575 -75	-0.5%	-$6.9K	0.51%	52
2024 Q4	$1.45M	Sell	15,650 -2,945	-16%	-$284K	0.56%	47
2024 Q3	$1.8M	Sell	18,595 -1,730	-9%	-$158K	0.7%	36
2024 Q2	$1.76M	Buy	20,325 +1,435	+8%	+$125K	0.71%	36
2024 Q1	$1.7M	Buy	18,890 +14,820	+364%	+$1.27M	0.66%	40
2023 Q4	$345K	Buy	+4,070	New	+$316K	0.15%	124

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

United Community Bank's MOAT Position: Q3 2025 in Review

United Community Bank sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 15,600 shares — an estimated $1.46M sold.

United Community Bank first reported a position in MOAT in Q4 2023 and held it in 7 quarters. The position peaked at $1.8M in Q3 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

United Community Bank reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
United Community Bank sold 15,600 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $1.46M.
United Community Bank first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 7 quarters.
United Community Bank's VanEck Morningstar Wide Moat ETF position peaked at $1.8M in Q3 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on United Community Bank's 13F filing for Q3 2025, filed 4 Nov 2025.