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

Colonial 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	$86.9K	Hold	836	–	–	0.01%	422
2026 Q1	$80.8K	Hold	836	–	–	0.01%	455
2025 Q4	$86.6K	Hold	836	–	–	0.01%	447
2025 Q3	$82.9K	Hold	836	–	–	0.01%	476
2025 Q2	$78.4K	Hold	836	–	–	0.01%	475
2025 Q1	$73.6K	Hold	836	–	–	0.01%	469
2024 Q4	$77.5K	Hold	836	–	–	0.01%	491
2024 Q3	$81K	Hold	836	–	–	0.01%	480
2024 Q2	$72.4K	Hold	836	–	–	0.01%	458
2024 Q1	$75.2K	Hold	836	–	–	0.01%	454
2023 Q4	$71K	Buy	+836	New	+$64.9K	0.01%	446

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

Colonial Trust's MOAT Position: Q2 2026 in Review

Colonial Trust held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 836 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #422.

Colonial Trust first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Colonial Trust held 836 shares of VanEck Morningstar Wide Moat ETF worth $86.9K as of Q2 2026.
Colonial Trust left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #422 holding.
Colonial Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.