IEQ Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IEQ Capital’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	$1.14M	Buy	11,834 +100	+0.9%	+$10.4K	0.01%	979
2025 Q4	$1.22M	Sell	11,734 -796	-6%	-$81.3K	﹤0.01%	965
2025 Q3	$1.24M	Sell	12,530 -1,207	-9%	-$118K	﹤0.01%	928
2025 Q2	$1.29M	Buy	13,737 +1,207	+10%	+$106K	0.01%	777
2025 Q1	$1.1M	Hold	12,530	–	–	0.01%	727
2024 Q4	$1.16M	Buy	12,530 +1,301	+12%	+$125K	0.01%	623
2024 Q3	$1.09M	Hold	11,229	–	–	0.01%	515
2024 Q2	$973K	Hold	11,229	–	–	0.01%	482
2024 Q1	$1.01M	Hold	11,229	–	–	0.01%	457
2023 Q4	$953K	Buy	11,229 +95	+0.9%	+$7.38K	0.02%	431
2023 Q3	$844K	Buy	+11,134	New	+$887K	0.02%	438

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

IEQ Capital's MOAT Position: Q1 2026 in Review

IEQ Capital increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.85% in Q1 2026, buying an estimated $10.4K and bringing the position to 11,834 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #979.

IEQ Capital first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

IEQ Capital held 11,834 shares of VanEck Morningstar Wide Moat ETF worth $1.14M as of Q1 2026.
IEQ Capital bought 100 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $10.4K.
VanEck Morningstar Wide Moat ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #979 holding.
IEQ Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
IEQ Capital's VanEck Morningstar Wide Moat ETF position peaked at $1.29M in Q2 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.