CT
MOAT icon

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

Coastline Trust’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 		– Sell
-130
Closed -$13.5K – 380
2026
Q2 		$13.5K Buy
130
+124
+2,067% +$12.5K ﹤0.01% 348
2026
Q1 		$580 Sell
6
-132
-96% -$13.7K ﹤0.01% 403
2025
Q4 		$14.3K Buy
138
+132
+2,200% +$13.5K ﹤0.01% 336
2025
Q3 		$595 Hold
6
– – ﹤0.01% 391
2025
Q2 		$563 Hold
6
– – ﹤0.01% 392
2025
Q1 		$528 Sell
6
-1,500
-100% -$138K ﹤0.01% 390
2024
Q4 		$140K Hold
1,506
– – 0.02% 219
2024
Q3 		$146K Buy
+1,506
New +$138K 0.02% 227

Other funds holding MOAT

HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Coastline Trust's MOAT Position: Q3 2026 in Review

Coastline Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026, closing a stake of 130 shares — an estimated $13.5K sold.

Coastline Trust first reported a position in MOAT in Q3 2024 and held it in 8 quarters. The position peaked at $146K in Q3 2024. 79 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Coastline Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 130 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $13.5K.
  • Coastline Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and held it in 8 quarters.
  • Coastline Trust's VanEck Morningstar Wide Moat ETF position peaked at $146K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.