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

Coldstream 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	-2,051	Closed	-$212K	–	1242
2025 Q4	$212K	Buy	+2,051	New	+$209K	﹤0.01%	1070
2025 Q2	–	Sell	-525	Closed	-$46.2K	–	2445
2025 Q1	$46.2K	Buy	+525	New	+$48.3K	﹤0.01%	1748

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

Coldstream Capital Management's MOAT Position: Q1 2026 in Review

Coldstream Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 2,051 shares — an estimated $212K sold.

Coldstream Capital Management first reported a position in MOAT in Q1 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Coldstream Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Coldstream Capital Management sold 2,051 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $212K.
Coldstream Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and held it in 2 quarters.
Coldstream Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $212K in Q4 2025.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.