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Beacon Pointe Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Beacon Pointe Advisors’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 		$5.12M Buy
52,963
+604
+1% +$62.6K 0.03% 467
2025
Q4 		$5.42M Sell
52,359
-559
-1% -$57.1K 0.04% 364
2025
Q3 		$5.24M Buy
52,918
+3,517
+7% +$343K 0.04% 336
2025
Q2 		$4.63M Buy
49,401
+1,184
+2% +$104K 0.05% 326
2025
Q1 		$4.24M Sell
48,217
-1,488
-3% -$137K 0.05% 332
2024
Q4 		$4.61M Sell
49,705
-68
-0.1% -$6.55K 0.05% 302
2024
Q3 		$4.83M Buy
49,773
+1,532
+3% +$140K 0.06% 297
2024
Q2 		$4.18M Sell
48,241
-73
-0.2% -$6.34K 0.05% 323
2024
Q1 		$4.34M Buy
48,314
+1,061
+2% +$91K 0.05% 319
2023
Q4 		$4.01M Buy
47,253
+520
+1% +$40.4K 0.05% 333
2023
Q3 		$3.54M Sell
46,733
-103
-0.2% -$8.2K 0.04% 339
2023
Q2 		$3.74M Sell
46,836
-1,780
-4% -$134K 0.06% 270
2023
Q1 		$3.59M Sell
48,616
-258
-0.5% -$18.3K 0.06% 273
2022
Q4 		$3.17M Buy
48,874
+1,199
+3% +$77.8K 0.06% 272
2022
Q3 		$2.86M Sell
47,675
-314
-0.7% -$21.1K 0.06% 247
2022
Q2 		$3.06M Sell
47,989
-680
-1% -$46.7K 0.06% 253
2022
Q1 		$3.64M Sell
48,669
-9,360
-16% -$690K 0.05% 316
2021
Q4 		$4.42M Sell
58,029
-999
-2% -$75.7K 0.12% 155
2021
Q3 		$4.32M Buy
59,028
+103
+0.2% +$7.75K 0.11% 186
2021
Q2 		$4.36M Hold
58,925
– – 0.15% 132
2021
Q1 		$4.08M Buy
+58,925
New +$3.88M 0.25% 81

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 $6.18B AUM 18.43% 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

Beacon Pointe Advisors's MOAT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.2% in Q1 2026, buying an estimated $62.6K and bringing the position to 52,963 shares worth $5.12M. The position accounts for 0.03% of the portfolio, ranked #467.

Beacon Pointe Advisors first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.42M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Beacon Pointe Advisors held 52,963 shares of VanEck Morningstar Wide Moat ETF worth $5.12M as of Q1 2026.
  • Beacon Pointe Advisors bought 604 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $62.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #467 holding.
  • Beacon Pointe Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.42M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.