EH
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Equitable Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Equitable Holdings’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 		$21.9M Buy
220,334
+143,750
+188% +$14.9M 0.14% 138
2025
Q4 		$7.93M Sell
76,584
-25,004
-25% -$2.55M 0.05% 265
2025
Q3 		$10.1M Sell
101,588
-1,352
-1% -$132K 0.07% 228
2025
Q2 		$9.65M Sell
102,940
-6,643
-6% -$583K 0.08% 204
2025
Q1 		$9.64M Buy
109,583
+9,825
+10% +$904K 0.09% 189
2024
Q4 		$9.25M Buy
99,758
+6,935
+7% +$668K 0.09% 190
2024
Q3 		$9M Sell
92,823
-24,241
-21% -$2.22M 0.09% 190
2024
Q2 		$10.1M Sell
117,064
-5,960
-5% -$518K 0.11% 159
2024
Q1 		$11.1M Buy
123,024
+5,393
+5% +$463K 0.12% 138
2023
Q4 		$9.98M Buy
117,631
+15,755
+15% +$1.22M 0.12% 137
2023
Q3 		$7.73M Buy
101,876
+32,812
+48% +$2.61M 0.11% 146
2023
Q2 		$5.51M Buy
69,064
+40,348
+141% +$3.04M 0.08% 175
2023
Q1 		$2.12M Buy
28,716
+8,253
+40% +$586K 0.03% 312
2022
Q4 		$1.33M Sell
20,463
-4,531
-18% -$294K 0.02% 381
2022
Q3 		$1.5M Buy
24,994
+5,190
+26% +$349K 0.03% 308
2022
Q2 		$1.26M Buy
19,804
+2,890
+17% +$198K 0.02% 352
2022
Q1 		$1.26M Buy
16,914
+1,495
+10% +$110K 0.02% 364
2021
Q4 		$1.17M Buy
15,419
+1,722
+13% +$131K 0.02% 367
2021
Q3 		$1M Buy
13,697
+1,215
+10% +$91.5K 0.02% 381
2021
Q2 		$924K Buy
12,482
+842
+7% +$61.3K 0.02% 391
2021
Q1 		$806K Buy
11,640
+259
+2% +$17.1K 0.02% 398
2020
Q4 		$706K Sell
11,381
-5,415
-32% -$319K 0.02% 385
2020
Q3 		$917K Buy
16,796
+6,293
+60% +$344K 0.02% 319
2020
Q2 		$549K Hold
10,503
– – 0.02% 389
2020
Q1 		$459K Buy
10,503
+6,455
+159% +$332K 0.02% 381
2019
Q4 		$222K Buy
+4,048
New +$214K 0.01% 555

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Equitable Holdings's MOAT Position: Q1 2026 in Review

Equitable Holdings increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 188% in Q1 2026, buying an estimated $14.9M and bringing the position to 220,334 shares worth $21.9M. The position accounts for 0.14% of the portfolio, ranked #138.

Equitable Holdings first reported a position in MOAT in Q4 2019 and has held it in 26 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Equitable Holdings held 220,334 shares of VanEck Morningstar Wide Moat ETF worth $21.9M as of Q1 2026.
  • Equitable Holdings bought 143,750 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $14.9M.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Equitable Holdings's portfolio in Q1 2026, its #138 holding.
  • Equitable Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 26 quarters since.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.