Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in VANECK ETF TRUST (MOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 40,947 | +1,832 | +4.7% | 0.93% | $4.1M | $97.78 |
| 2025 Q2 | REDUCED | 39,115 | -430 | -1.1% | 0.96% | $3.7M | $92.54 |
| 2025 Q1 | ADDED | 39,545 | +53 | +0.1% | 1.52% | $3.5M | $86.82 |
| 2024 Q4 | REDUCED | 39,492 | -1,372 | -3.4% | 1.27% | $3.7M | $91.49 |
As of 2025 Q4 — sorted by position size