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Box Hill Private Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Box Hill Private Wealth’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
Q3 		$609K Buy
+5,757
New +$630K 0.44% 36

Other funds holding MOAT

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Box Hill Private Wealth's MOAT Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 5,757 shares worth $609K. The stake represents 0.44% of the portfolio and ranks #36 among its holdings.

5 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Box Hill Private Wealth held 5,757 shares of VanEck Morningstar Wide Moat ETF worth $609K as of Q3 2026.
  • VanEck Morningstar Wide Moat ETF was a new Box Hill Private Wealth position in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.44% of Box Hill Private Wealth's portfolio in Q3 2026, its #36 holding.
  • 5 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.