Concurrent Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Concurrent Investment Advisors’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	$25.7M	Buy	265,625 +10,782	+4%	+$1.12M	0.28%	72
2025 Q4	$26.4M	Buy	254,843 +3,957	+2%	+$404K	0.3%	64
2025 Q3	$24.9M	Buy	250,886 +3,129	+1%	+$305K	0.43%	48
2025 Q2	$23.2M	Buy	247,757 +210,268	+561%	+$18.4M	0.45%	43
2025 Q1	$3.3M	Buy	37,489 +5,685	+18%	+$523K	0.08%	257
2024 Q4	$2.95M	Buy	31,804 +8,127	+34%	+$783K	0.08%	252
2024 Q3	$2.3M	Buy	23,677 +4,603	+24%	+$421K	0.07%	278
2024 Q2	$1.65M	Buy	19,074 +3,914	+26%	+$340K	0.05%	322
2024 Q1	$1.36M	Buy	15,160 +4,348	+40%	+$373K	0.05%	319
2023 Q4	$918K	Buy	+10,812	New	+$840K	0.04%	349

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Concurrent Investment Advisors's MOAT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.2% in Q1 2026, buying an estimated $1.12M and bringing the position to 265,625 shares worth $25.7M. The position accounts for 0.28% of the portfolio, ranked #72.

Concurrent Investment Advisors first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.4M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Concurrent Investment Advisors held 265,625 shares of VanEck Morningstar Wide Moat ETF worth $25.7M as of Q1 2026.
Concurrent Investment Advisors bought 10,782 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.12M.
VanEck Morningstar Wide Moat ETF made up 0.28% of Concurrent Investment Advisors's portfolio in Q1 2026, its #72 holding.
Concurrent Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $26.4M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.