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Allworth Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Allworth Financial’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
2026
Q1 		$7.2M Sell
74,435
-4,269
-5% -$443K 0.03% 302
2025
Q4 		$8.15M Sell
78,704
-1,363
-2% -$139K 0.03% 273
2025
Q3 		$7.94M Sell
80,067
-2,538
-3% -$248K 0.04% 243
2025
Q2 		$7.75M Sell
82,605
-1,349
-2% -$118K 0.04% 240
2025
Q1 		$7.14M Sell
83,954
-6,458
-7% -$594K 0.04% 223
2024
Q4 		$8.63M Sell
90,412
-2,949
-3% -$284K 0.05% 191
2024
Q3 		$9.05M Sell
93,361
-88,477
-49% -$8.09M 0.06% 149
2024
Q2 		$16M Sell
181,838
-37,121
-17% -$3.23M 0.1% 107
2024
Q1 		$19.7M Buy
218,959
+67,969
+45% +$5.83M 0.14% 70
2023
Q4 		$12.8M Sell
150,990
-1,916
-1% -$149K 0.1% 91
2023
Q3 		$11.6M Sell
152,906
-5,668
-4% -$451K 0.1% 91
2023
Q2 		$12.7M Buy
158,574
+156,574
+7,829% +$11.8M 0.11% 78
2023
Q1 		$148K Buy
2,000
+425
+27% +$30.2K ﹤0.01% 726
2022
Q4 		$102K Hold
1,575
– – ﹤0.01% 813
2022
Q3 		$94K Buy
1,575
+1,500
+2,000% +$101K ﹤0.01% 780
2022
Q2 		$5K Sell
75
-725
-91% -$49.8K ﹤0.01% 1760
2022
Q1 		$60K Buy
800
+496
+163% +$36.5K ﹤0.01% 839
2021
Q4 		$23K Buy
304
+229
+305% +$17.4K ﹤0.01% 1062
2021
Q3 		$5K Hold
75
– – ﹤0.01% 1530
2021
Q2 		$6K Buy
+75
New +$5.46K ﹤0.01% 1166

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allworth Financial's MOAT Position: Q1 2026 in Review

Allworth Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.4% in Q1 2026, selling an estimated $443K and leaving 74,435 shares worth $7.2M. The position accounts for 0.03% of the portfolio, ranked #302.

Allworth Financial first reported a position in MOAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.7M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Allworth Financial held 74,435 shares of VanEck Morningstar Wide Moat ETF worth $7.2M as of Q1 2026.
  • Allworth Financial sold 4,269 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $443K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Allworth Financial's portfolio in Q1 2026, its #302 holding.
  • Allworth Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 20 quarters since.
  • Allworth Financial's VanEck Morningstar Wide Moat ETF position peaked at $19.7M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.