Benjamin Edwards Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-1,982	Closed	-$205K	–	1393
2025 Q4	$205K	Buy	+1,982	New	+$202K	﹤0.01%	1262
2025 Q2	–	Sell	-17,738	Closed	-$1.56M	–	1194
2025 Q1	$1.56M	Sell	17,738 -5,952	-25%	-$548K	0.02%	478
2024 Q4	$2.2M	Buy	23,690 +894	+4%	+$86.1K	0.03%	418
2024 Q3	$2.21M	Buy	22,796 +15,189	+200%	+$1.39M	0.03%	414
2024 Q2	$659K	Sell	7,607 -104	-1%	-$9.04K	0.13%	175
2024 Q1	$693K	Buy	7,711 +103	+1%	+$8.84K	0.14%	172
2023 Q4	$646K	Sell	7,608 -197	-3%	-$15.3K	0.14%	169
2023 Q3	$592K	Buy	7,805 +4,497	+136%	+$358K	0.14%	163
2023 Q2	$264K	Buy	3,308 +165	+5%	+$12.4K	0.06%	241
2023 Q1	$232K	Sell	3,143 -58	-2%	-$4.12K	0.06%	249
2022 Q4	$208K	Buy	3,201 +83	+3%	+$5.38K	0.05%	254
2022 Q3	$187K	Buy	+3,118	New	+$210K	0.06%	259

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

Benjamin Edwards Inc's MOAT Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 1,982 shares — an estimated $205K sold.

Benjamin Edwards Inc first reported a position in MOAT in Q3 2022 and held it in 12 quarters. The position peaked at $2.21M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Benjamin Edwards Inc reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 1,982 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $205K.
Benjamin Edwards Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and held it in 12 quarters.
Benjamin Edwards Inc's VanEck Morningstar Wide Moat ETF position peaked at $2.21M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.