Hancock Whitney’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hancock Whitney’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
2025 Q1	–	Sell	-3,094	Closed	-$287K	–	655
2024 Q4	$287K	Hold	3,094	–	–	0.01%	549
2024 Q3	$300K	Hold	3,094	–	–	0.01%	537
2024 Q2	$268K	Hold	3,094	–	–	0.01%	535
2024 Q1	$278K	Hold	3,094	–	–	0.01%	552
2023 Q4	$263K	Buy	+3,094	New	+$240K	0.01%	569

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Hancock Whitney's MOAT Position: Q1 2025 in Review

Hancock Whitney sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 3,094 shares — an estimated $287K sold.

Hancock Whitney first reported a position in MOAT in Q4 2023 and held it in 5 quarters. The position peaked at $300K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Hancock Whitney reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Hancock Whitney sold 3,094 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $287K.
Hancock Whitney first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 5 quarters.
Hancock Whitney's VanEck Morningstar Wide Moat ETF position peaked at $300K in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Hancock Whitney's 13F filing for Q1 2025, filed 15 May 2025.