First American Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First American Trust’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	$256K	Hold	2,645	–	–	0.02%	247
2025 Q4	$274K	Sell	2,645 -74	-3%	-$7.56K	0.02%	240
2025 Q3	$270K	Hold	2,719	–	–	0.02%	218
2025 Q2	$255K	Sell	2,719 -680	-20%	-$59.7K	0.02%	209
2025 Q1	$299K	Sell	3,399 -377	-10%	-$34.7K	0.03%	192
2024 Q4	$350K	Buy	3,776 +292	+8%	+$28.1K	0.03%	176
2024 Q3	$338K	Buy	3,484 +962	+38%	+$88K	0.03%	174
2024 Q2	$218K	Hold	2,522	–	–	0.02%	195
2024 Q1	$227K	Buy	+2,522	New	+$216K	0.02%	196

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

First American Trust's MOAT Position: Q1 2026 in Review

First American Trust held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,645 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #247.

First American Trust first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $350K in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

First American Trust held 2,645 shares of VanEck Morningstar Wide Moat ETF worth $256K as of Q1 2026.
First American Trust left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of First American Trust's portfolio in Q1 2026, its #247 holding.
First American Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
First American Trust's VanEck Morningstar Wide Moat ETF position peaked at $350K in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.