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 Q2	$255K	Sell	2,456 -189	-7%	-$19.1K	0.02%	262
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First American Trust's MOAT Position: Q2 2026 in Review

First American Trust reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.1% in Q2 2026, selling an estimated $19.1K and leaving 2,456 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #262.

First American Trust first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $350K in Q4 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

First American Trust held 2,456 shares of VanEck Morningstar Wide Moat ETF worth $255K as of Q2 2026.
First American Trust sold 189 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $19.1K.
VanEck Morningstar Wide Moat ETF made up 0.02% of First American Trust's portfolio in Q2 2026, its #262 holding.
First American Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
First American Trust's VanEck Morningstar Wide Moat ETF position peaked at $350K in Q4 2024.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.