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

Inspire 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	$1.94M	Sell	20,095 -872	-4%	-$90.4K	0.16%	108
2025 Q4	$2.17M	Sell	20,967 -627	-3%	-$64K	0.2%	87
2025 Q3	$2.14M	Sell	21,594 -554	-3%	-$54K	0.2%	85
2025 Q2	$2.08M	Sell	22,148 -435	-2%	-$38.2K	0.22%	82
2025 Q1	$1.99M	Sell	22,583 -1,322	-6%	-$122K	0.23%	74
2024 Q4	$2.22M	Sell	23,905 -1,421	-6%	-$137K	0.27%	44
2024 Q3	$2.46M	Sell	25,326 -1,164	-4%	-$106K	0.3%	38
2024 Q2	$2.29M	Sell	26,490 -473	-2%	-$41.1K	0.3%	33
2024 Q1	$2.42M	Sell	26,963 -1,219	-4%	-$105K	0.34%	23
2023 Q4	$2.39M	Sell	28,182 -97,198	-78%	-$7.55M	0.36%	22
2023 Q3	$9.51M	Buy	125,380 +73,401	+141%	+$5.84M	1.68%	10
2023 Q2	$4.15M	Buy	+51,979	New	+$3.91M	0.8%	13

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

Inspire Advisors's MOAT Position: Q1 2026 in Review

Inspire Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.2% in Q1 2026, selling an estimated $90.4K and leaving 20,095 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #108.

Inspire Advisors first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.51M in Q3 2023. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Inspire Advisors held 20,095 shares of VanEck Morningstar Wide Moat ETF worth $1.94M as of Q1 2026.
Inspire Advisors sold 872 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $90.4K.
VanEck Morningstar Wide Moat ETF made up 0.16% of Inspire Advisors's portfolio in Q1 2026, its #108 holding.
Inspire Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
Inspire Advisors's VanEck Morningstar Wide Moat ETF position peaked at $9.51M in Q3 2023.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.