Evergreen Wealth Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Evergreen Wealth Solutions’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	$4.16M	Buy	42,994 +1,946	+5%	+$202K	0.29%	67
2025 Q4	$4.25M	Buy	+41,048	New	+$4.19M	0.59%	33

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Evergreen Wealth Solutions's MOAT Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.7% in Q1 2026, buying an estimated $202K and bringing the position to 42,994 shares worth $4.16M. The position accounts for 0.29% of the portfolio, ranked #67.

Evergreen Wealth Solutions first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.25M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Evergreen Wealth Solutions held 42,994 shares of VanEck Morningstar Wide Moat ETF worth $4.16M as of Q1 2026.
Evergreen Wealth Solutions bought 1,946 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $202K.
VanEck Morningstar Wide Moat ETF made up 0.29% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #67 holding.
Evergreen Wealth Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
Evergreen Wealth Solutions's VanEck Morningstar Wide Moat ETF position peaked at $4.25M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.