Burns Matteson Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Burns Matteson Capital Management’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	-35,039	Closed	-$3.63M	–	219
2025 Q4	$3.63M	Sell	35,039 -4,075	-10%	-$416K	1.27%	21
2025 Q3	$3.88M	Sell	39,114 -2,471	-6%	-$241K	1.53%	20
2025 Q2	$3.9M	Sell	41,585 -5,213	-11%	-$457K	1.88%	16
2025 Q1	$4.12M	Buy	46,798 +371	+0.8%	+$34.1K	2.21%	9
2024 Q4	$4.3M	Sell	46,427 -114	-0.2%	-$11K	2.41%	9
2024 Q3	$4.51M	Buy	46,541 +10,659	+30%	+$975K	2.53%	8
2024 Q2	$3.11M	Buy	35,882 +12,389	+53%	+$1.08M	1.95%	13
2024 Q1	$2.11M	Buy	23,493 +19,539	+494%	+$1.68M	1.37%	17
2023 Q4	$336K	Buy	+3,954	New	+$307K	0.24%	112

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 $6.37B AUM 23.22% 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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Burns Matteson Capital Management's MOAT Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 35,039 shares — an estimated $3.63M sold.

Burns Matteson Capital Management first reported a position in MOAT in Q4 2023 and held it in 9 quarters. The position peaked at $4.51M in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Burns Matteson Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 35,039 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $3.63M.
Burns Matteson Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 9 quarters.
Burns Matteson Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $4.51M in Q3 2024.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.