Creekside Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Creekside Partners’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	$2.72M	Buy	28,102 +577	+2%	+$59.8K	1.12%	22
2025 Q4	$2.85M	Sell	27,525 -1,355	-5%	-$138K	1.2%	22
2025 Q3	$2.86M	Sell	28,880 -555	-2%	-$54.1K	1.26%	23
2025 Q2	$2.76M	Sell	29,435 -141	-0.5%	-$12.4K	1.31%	23
2025 Q1	$2.6M	Buy	29,576 +266	+0.9%	+$24.5K	1.36%	20
2024 Q4	$2.72M	Buy	29,310 +1,859	+7%	+$179K	1.41%	18
2024 Q3	$2.66M	Buy	27,451 +903	+3%	+$82.6K	1.38%	21
2024 Q2	$2.3M	Buy	+26,548	New	+$2.31M	1.27%	21

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

Creekside Partners's MOAT Position: Q1 2026 in Review

Creekside Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.1% in Q1 2026, buying an estimated $59.8K and bringing the position to 28,102 shares worth $2.72M. The position accounts for 1.12% of the portfolio, ranked #22.

Creekside Partners first reported a position in MOAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Creekside Partners held 28,102 shares of VanEck Morningstar Wide Moat ETF worth $2.72M as of Q1 2026.
Creekside Partners bought 577 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $59.8K.
VanEck Morningstar Wide Moat ETF made up 1.12% of Creekside Partners's portfolio in Q1 2026, its #22 holding.
Creekside Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's VanEck Morningstar Wide Moat ETF position peaked at $2.86M in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.