Blue Trust Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Blue Trust 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 Q2	$11.9K	Sell	114 -284	-71%	-$28.7K	﹤0.01%	1815
2026 Q1	$38.5K	Buy	398 +184	+86%	+$19.1K	﹤0.01%	1434
2025 Q4	$22.1K	Buy	+214	New	+$21.9K	﹤0.01%	1648
2024 Q1	–	Sell	-1,166	Closed	-$88K	–	2519
2023 Q4	$88K	Hold	1,166	–	–	﹤0.01%	734
2023 Q3	$93K	Sell	1,166 -1,471	-56%	-$117K	﹤0.01%	646
2023 Q2	$195K	Buy	2,637 +1,471	+126%	+$111K	﹤0.01%	369
2023 Q1	$76K	Hold	1,166	–	–	﹤0.01%	861
2022 Q4	$70K	Hold	1,166	–	–	﹤0.01%	792
2022 Q3	$74K	Hold	1,166	–	–	﹤0.01%	626
2022 Q2	$87K	Buy	+1,166	New	+$80K	﹤0.01%	541

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blue Trust Inc's MOAT Position: Q2 2026 in Review

Blue Trust Inc reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 71% in Q2 2026, selling an estimated $28.7K and leaving 114 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Blue Trust Inc first reported a position in MOAT in Q2 2022 and has held it in 10 quarters since. The position peaked at $195K in Q2 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Blue Trust Inc held 114 shares of VanEck Morningstar Wide Moat ETF worth $11.9K as of Q2 2026.
Blue Trust Inc sold 284 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $28.7K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1815 holding.
Blue Trust Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 10 quarters since.
Blue Trust Inc's VanEck Morningstar Wide Moat ETF position peaked at $195K in Q2 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.