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 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

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

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

Coastline Trust's MOAT Position: Q2 2026 in Review

Coastline Trust increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2,067% in Q2 2026, buying an estimated $12.5K and bringing the position to 130 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Coastline Trust first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $146K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Coastline Trust held 130 shares of VanEck Morningstar Wide Moat ETF worth $13.5K as of Q2 2026.
Coastline Trust bought 124 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $12.5K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Coastline Trust's portfolio in Q2 2026, its #348 holding.
Coastline Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
Coastline Trust's VanEck Morningstar Wide Moat ETF position peaked at $146K in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.