Beckerman Institutional’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Beckerman Institutional’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	$679K	Hold	7,019	–	–	0.36%	62
2025 Q4	$727K	Hold	7,019	–	–	0.41%	57
2025 Q3	$696K	Sell	7,019 -319	-4%	-$31.1K	0.41%	59
2025 Q2	$688K	Sell	7,338 -305	-4%	-$26.8K	0.46%	56
2025 Q1	$673K	Sell	7,643 -761	-9%	-$70K	0.49%	54
2024 Q4	$779K	Buy	8,404 +19	+0.2%	+$1.83K	0.62%	44
2024 Q3	$813K	Buy	+8,385	New	+$767K	0.68%	43

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 $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo 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

Beckerman Institutional's MOAT Position: Q1 2026 in Review

Beckerman Institutional held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 7,019 shares worth $679K. The position accounts for 0.36% of the portfolio, ranked #62.

Beckerman Institutional first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $813K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Beckerman Institutional held 7,019 shares of VanEck Morningstar Wide Moat ETF worth $679K as of Q1 2026.
Beckerman Institutional left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.36% of Beckerman Institutional's portfolio in Q1 2026, its #62 holding.
Beckerman Institutional first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's VanEck Morningstar Wide Moat ETF position peaked at $813K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.