Angeles Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Angeles Wealth Management’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	$19K	Hold	196	–	–	﹤0.01%	499
2025 Q4	$20.3K	Buy	196 +2	+1%	+$204	﹤0.01%	437
2025 Q3	$19.2K	Hold	194	–	–	﹤0.01%	387
2025 Q2	$18.2K	Hold	194	–	–	﹤0.01%	404
2025 Q1	$17K	Hold	194	–	–	﹤0.01%	355
2024 Q4	$17.9K	Buy	+194	New	+$18.7K	﹤0.01%	359

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Angeles Wealth Management's MOAT Position: Q1 2026 in Review

Angeles Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 196 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Angeles Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Angeles Wealth Management held 196 shares of VanEck Morningstar Wide Moat ETF worth $19K as of Q1 2026.
Angeles Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #499 holding.
Angeles Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Angeles Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $20.3K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.