First Foundation Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First Foundation Advisors’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	$71.9M	Sell	743,411 -17,115	-2%	-$1.77M	2.89%	6
2025 Q4	$78.8M	Sell	760,526 -39,291	-5%	-$4.01M	2.97%	6
2025 Q3	$79.3M	Sell	799,817 -76,475	-9%	-$7.46M	2.93%	6
2025 Q2	$82.2M	Sell	876,292 -191,616	-18%	-$16.8M	3.05%	5
2025 Q1	$94M	Sell	1,067,908 -33,030	-3%	-$3.04M	3.83%	3
2024 Q4	$102M	Buy	1,100,938 +39,447	+4%	+$3.8M	3.84%	4
2024 Q3	$103M	Sell	1,061,491 -13,123	-1%	-$1.2M	3.88%	3
2024 Q2	$93.1M	Buy	1,074,614 +55,283	+5%	+$4.8M	3.56%	4
2024 Q1	$91.6M	Buy	1,019,331 +373,164	+58%	+$32M	3.67%	4
2023 Q4	$54.8M	Buy	646,167 +41,628	+7%	+$3.23M	2.5%	6
2023 Q3	$45.8M	Buy	604,539 +99,427	+20%	+$7.92M	2.14%	8
2023 Q2	$40.3M	Buy	505,112 +38,224	+8%	+$2.88M	1.74%	9
2023 Q1	$34.5M	Buy	466,888 +12,112	+3%	+$860K	1.59%	11
2022 Q4	$29.5M	Buy	454,776 +62,984	+16%	+$4.09M	1.41%	17
2022 Q3	$23.5M	Buy	391,792 +168,911	+76%	+$11.4M	1.15%	25
2022 Q2	$14.2M	Buy	222,881 +6,535	+3%	+$448K	0.63%	37
2022 Q1	$16.2M	Buy	216,346 +24,694	+13%	+$1.82M	0.58%	45
2021 Q4	$14.6M	Buy	191,652 +5,499	+3%	+$417K	0.5%	52
2021 Q3	$13.6M	Buy	186,153 +3,852	+2%	+$290K	0.51%	51
2021 Q2	$13.5M	Buy	182,301 +132,353	+265%	+$9.64M	0.52%	49
2021 Q1	$3.46M	Sell	49,948 -1,092	-2%	-$72K	0.15%	89
2020 Q4	$3.16M	Buy	51,040 +16,239	+47%	+$957K	0.14%	95
2020 Q3	$1.9M	Buy	34,801 +7,367	+27%	+$403K	0.09%	126
2020 Q2	$1.43M	Buy	+27,434	New	+$1.37M	0.07%	145

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

First Foundation Advisors's MOAT Position: Q1 2026 in Review

First Foundation Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.3% in Q1 2026, selling an estimated $1.77M and leaving 743,411 shares worth $71.9M. The position accounts for 2.89% of the portfolio, ranked #6.

First Foundation Advisors first reported a position in MOAT in Q2 2020 and has held it in 24 quarters since. The position peaked at $103M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

First Foundation Advisors held 743,411 shares of VanEck Morningstar Wide Moat ETF worth $71.9M as of Q1 2026.
First Foundation Advisors sold 17,115 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.77M.
VanEck Morningstar Wide Moat ETF made up 2.89% of First Foundation Advisors's portfolio in Q1 2026, its #6 holding.
First Foundation Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 24 quarters since.
First Foundation Advisors's VanEck Morningstar Wide Moat ETF position peaked at $103M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.