Fairscale Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Fairscale Capital’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	$337K	Buy	3,490 +147	+4%	+$15.2K	0.23%	67
2025 Q4	$346K	Sell	3,343 -241	-7%	-$24.6K	0.23%	64
2025 Q3	$355K	Hold	3,584	–	–	0.24%	60
2025 Q2	$347K	Buy	3,584 +18	+0.5%	+$1.58K	0.25%	58
2025 Q1	$314K	Sell	3,566 -1,552	-30%	-$143K	0.28%	55
2024 Q4	$475K	Hold	5,118	–	–	0.41%	41
2024 Q3	$496K	Sell	5,118 -173	-3%	-$15.8K	0.43%	38
2024 Q2	$473K	Buy	+5,291	New	+$460K	0.42%	43

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

Fairscale Capital's MOAT Position: Q1 2026 in Review

Fairscale Capital increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.4% in Q1 2026, buying an estimated $15.2K and bringing the position to 3,490 shares worth $337K. The position accounts for 0.23% of the portfolio, ranked #67.

Fairscale Capital first reported a position in MOAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $496K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Fairscale Capital held 3,490 shares of VanEck Morningstar Wide Moat ETF worth $337K as of Q1 2026.
Fairscale Capital bought 147 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $15.2K.
VanEck Morningstar Wide Moat ETF made up 0.23% of Fairscale Capital's portfolio in Q1 2026, its #67 holding.
Fairscale Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 8 quarters since.
Fairscale Capital's VanEck Morningstar Wide Moat ETF position peaked at $496K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.