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

FAS Wealth 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 		$412K Buy
4,256
+421
+11% +$43.6K 0.03% 255
2025
Q4 		$397K Sell
3,835
-888
-19% -$90.7K 0.03% 257
2025
Q3 		$468K Sell
4,723
-372
-7% -$36.3K 0.03% 227
2025
Q2 		$478K Buy
5,095
+20
+0.4% +$1.75K 0.04% 221
2025
Q1 		$447K Buy
5,075
+351
+7% +$32.3K 0.04% 218
2024
Q4 		$438K Buy
4,724
+330
+8% +$31.8K 0.04% 220
2024
Q3 		$426K Buy
4,394
+923
+27% +$84.4K 0.03% 226
2024
Q2 		$301K Buy
3,471
+28
+0.8% +$2.43K 0.03% 253
2024
Q1 		$310K Buy
3,443
+343
+11% +$29.4K 0.03% 255
2023
Q4 		$263K Buy
3,100
+672
+28% +$52.2K 0.03% 262
2023
Q3 		$184K Buy
2,428
+198
+9% +$15.8K 0.02% 277
2023
Q2 		$178K Buy
2,230
+128
+6% +$9.63K 0.02% 263
2023
Q1 		$155K Sell
2,102
-21,887
-91% -$1.55M 0.02% 290
2022
Q4 		$1.56M Sell
23,989
-2,182
-8% -$142K 0.18% 111
2022
Q3 		$1.57M Buy
26,171
+19,080
+269% +$1.28M 0.17% 101
2022
Q2 		$452K Buy
7,091
+5,232
+281% +$359K 0.05% 192
2022
Q1 		$139K Buy
+1,859
New +$137K 0.01% 290
2020
Q4 		– Sell
-28
Closed -$2K – 341
2020
Q3 		$2K Hold
28
– – ﹤0.01% 314
2020
Q2 		$1K Buy
+28
New +$1.39K ﹤0.01% 306

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 $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
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

FAS Wealth Partners's MOAT Position: Q1 2026 in Review

FAS Wealth Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q1 2026, buying an estimated $43.6K and bringing the position to 4,256 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #255.

FAS Wealth Partners first reported a position in MOAT in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.57M in Q3 2022. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • FAS Wealth Partners held 4,256 shares of VanEck Morningstar Wide Moat ETF worth $412K as of Q1 2026.
  • FAS Wealth Partners bought 421 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $43.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #255 holding.
  • FAS Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 19 quarters since.
  • FAS Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.57M in Q3 2022.
  • 719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.