Evelyn Partners Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Evelyn Partners Investment 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	$967	Hold	10	–	–	﹤0.01%	394
2025 Q4	$1.04K	Hold	10	–	–	﹤0.01%	396
2025 Q3	$991	Hold	10	–	–	﹤0.01%	393
2025 Q2	$938	Hold	10	–	–	﹤0.01%	395
2025 Q1	$880	Hold	10	–	–	﹤0.01%	402
2024 Q4	$927	Buy	+10	New	+$963	﹤0.01%	398

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 $6.37B AUM 23.22% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Evelyn Partners Investment Management's MOAT Position: Q1 2026 in Review

Evelyn Partners Investment Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 10 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Evelyn Partners Investment Management first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04K in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Evelyn Partners Investment Management held 10 shares of VanEck Morningstar Wide Moat ETF worth $967 as of Q1 2026.
Evelyn Partners Investment Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #394 holding.
Evelyn Partners Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $1.04K in Q4 2025.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.