Belpointe Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Sell |
2,303
-9
| -0.4% | -$933 | 0.01% | 971 |
|
|
2025
Q4 | $239K | Buy |
+2,312
| New | +$236K | 0.01% | 904 |
|
|
2025
Q3 | – | Sell |
-4,838
| Closed | -$454K | – | 1025 |
|
|
2025
Q2 | $454K | Sell |
4,838
-1,270
| -21% | -$111K | 0.02% | 607 |
|
|
2025
Q1 | $538K | Sell |
6,108
-2,812
| -32% | -$259K | 0.03% | 542 |
|
|
2024
Q4 | $850K | Sell |
8,920
-2,304
| -21% | -$222K | 0.05% | 360 |
|
|
2024
Q3 | $1.09M | Buy |
11,224
+3,336
| +42% | +$305K | 0.07% | 291 |
|
|
2024
Q2 | $683K | Sell |
7,888
-2,719
| -26% | -$236K | 0.05% | 376 |
|
|
2024
Q1 | $954K | Buy |
10,607
+2,388
| +29% | +$205K | 0.07% | 280 |
|
|
2023
Q4 | $698K | Buy |
8,219
+180
| +2% | +$14K | 0.06% | 286 |
|
|
2023
Q3 | $610K | Sell |
8,039
-9,877
| -55% | -$786K | 0.06% | 287 |
|
|
2023
Q2 | $1.43M | Sell |
17,916
-12,542
| -41% | -$944K | 0.15% | 135 |
|
|
2023
Q1 | $2.25M | Sell |
30,458
-9,180
| -23% | -$652K | 0.12% | 173 |
|
|
2022
Q4 | $2.57M | Buy |
39,638
+5,455
| +16% | +$354K | 0.16% | 130 |
|
|
2022
Q3 | $2.05M | Buy |
34,183
+1,583
| +5% | +$106K | 0.14% | 151 |
|
|
2022
Q2 | $2.08M | Buy |
32,600
+5,178
| +19% | +$355K | 0.14% | 157 |
|
|
2022
Q1 | $2.05M | Buy |
27,422
+990
| +4% | +$73K | 0.12% | 172 |
|
|
2021
Q4 | $2.01M | Buy |
26,432
+5,751
| +28% | +$436K | 0.13% | 161 |
|
|
2021
Q3 | $1.51M | Buy |
20,681
+738
| +4% | +$55.6K | 0.1% | 207 |
|
|
2021
Q2 | $1.48M | Buy |
19,943
+254
| +1% | +$18.5K | 0.11% | 209 |
|
|
2021
Q1 | $1.36M | Sell |
19,689
-1,944
| -9% | -$128K | 0.12% | 190 |
|
|
2020
Q4 | $1.34M | Buy |
21,633
+11,097
| +105% | +$654K | 0.12% | 189 |
|
|
2020
Q3 | $575K | Buy |
10,536
+408
| +4% | +$22.3K | 0.06% | 305 |
|
|
2020
Q2 | $529K | Buy |
10,128
+1,042
| +11% | +$51.9K | 0.07% | 289 |
|
|
2020
Q1 | $397K | Buy |
9,086
+270
| +3% | +$13.9K | 0.07% | 284 |
|
|
2019
Q4 | $483K | Buy |
8,816
+375
| +4% | +$19.8K | 0.06% | 327 |
|
|
2019
Q3 | $423K | Sell |
8,441
-830
| -9% | -$40.7K | 0.07% | 322 |
|
|
2019
Q2 | $445K | Sell |
9,271
-13,704
| -60% | -$649K | 0.09% | 255 |
|
|
2019
Q1 | $870K | Buy |
22,975
+13,190
| +135% | +$596K | 0.17% | 102 |
|
|
2018
Q4 | $403K | Hold |
9,785
| – | – | 0.1% | 215 |
|
|
2018
Q3 | $457K | Buy |
9,785
+1,050
| +12% | +$47.9K | 0.07% | 280 |
|
|
2018
Q2 | $380K | Sell |
8,735
-600
| -6% | -$25.6K | 0.11% | 220 |
|
|
2018
Q1 | $387K | Sell |
9,335
-1,000
| -10% | -$43.4K | 0.11% | 205 |
|
|
2017
Q4 | $439K | Sell |
10,335
-50
| -0.5% | -$2.06K | 0.1% | 259 |
|
|
2017
Q3 | $419K | Buy |
+10,385
| New | +$411K | 0.1% | 239 |
|
Other funds holding MOAT
MFIM
BFA
Belpointe Asset Management's MOAT Position: Q1 2026 in Review
Belpointe Asset Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.39% in Q1 2026, selling an estimated $933 and leaving 2,303 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #971.
Belpointe Asset Management first reported a position in MOAT in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.57M in Q4 2022. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.
- Belpointe Asset Management held 2,303 shares of VanEck Morningstar Wide Moat ETF worth $223K as of Q1 2026.
- Belpointe Asset Management sold 9 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $933.
- VanEck Morningstar Wide Moat ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #971 holding.
- Belpointe Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2017 and has held it in 34 quarters since.
- Belpointe Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $2.57M in Q4 2022.
- 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.