Coastline Complete Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Coastline Complete 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 Q1	$12M	Sell	123,709 -4,726	-4%	-$490K	7.41%	3
2025 Q4	$13.3M	Buy	+128,435	New	+$13.1M	8.38%	3

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

Coastline Complete Wealth's MOAT Position: Q1 2026 in Review

Coastline Complete Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.7% in Q1 2026, selling an estimated $490K and leaving 123,709 shares worth $12M. The position accounts for 7.41% of the portfolio, ranked #3.

Coastline Complete Wealth first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.3M in Q4 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Coastline Complete Wealth held 123,709 shares of VanEck Morningstar Wide Moat ETF worth $12M as of Q1 2026.
Coastline Complete Wealth sold 4,726 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $490K.
VanEck Morningstar Wide Moat ETF made up 7.41% of Coastline Complete Wealth's portfolio in Q1 2026, its #3 holding.
Coastline Complete Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
Coastline Complete Wealth's VanEck Morningstar Wide Moat ETF position peaked at $13.3M in Q4 2025.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.