Cherry Tree Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cherry Tree Wealth 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	$20.2K	Hold	209	–	–	﹤0.01%	352
2025 Q4	$21.6K	Hold	209	–	–	﹤0.01%	347
2025 Q3	$20.7K	Hold	209	–	–	﹤0.01%	338
2025 Q2	$19.6K	Hold	209	–	–	﹤0.01%	345
2025 Q1	$18.4K	Hold	209	–	–	﹤0.01%	361
2024 Q4	$19.4K	Hold	209	–	–	﹤0.01%	342
2024 Q3	$20.3K	Hold	209	–	–	﹤0.01%	344
2024 Q2	$18.1K	Hold	209	–	–	﹤0.01%	339
2024 Q1	$18.8K	Hold	209	–	–	﹤0.01%	320
2023 Q4	$17.7K	Hold	209	–	–	﹤0.01%	314
2023 Q3	$15.9K	Sell	209 -125	-37%	-$9.95K	﹤0.01%	304
2023 Q2	$26.6K	Buy	+334	New	+$25.1K	0.01%	271

Other funds holding MOAT

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $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

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

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

Cherry Tree Wealth Management's MOAT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 209 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Cherry Tree Wealth Management first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $26.6K in Q2 2023. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Cherry Tree Wealth Management held 209 shares of VanEck Morningstar Wide Moat ETF worth $20.2K as of Q1 2026.
Cherry Tree Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #352 holding.
Cherry Tree Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $26.6K in Q2 2023.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.