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

Integrated Advisors Network’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	$3.03M	Sell	31,308 -11,051	-26%	-$1.15M	0.16%	149
2025 Q4	$4.39M	Sell	42,359 -2,260	-5%	-$231K	0.19%	122
2025 Q3	$4.42M	Buy	44,619 +1,656	+4%	+$162K	0.19%	132
2025 Q2	$4.03M	Sell	42,963 -6,136	-12%	-$538K	0.18%	139
2025 Q1	$4.32M	Sell	49,099 -3,886	-7%	-$358K	0.22%	108
2024 Q4	$4.91M	Buy	52,985 +1,468	+3%	+$141K	0.23%	106
2024 Q3	$4.99M	Sell	51,517 -1,669	-3%	-$153K	0.24%	110
2024 Q2	$4.61M	Sell	53,186 -281	-0.5%	-$24.4K	0.24%	113
2024 Q1	$4.81M	Buy	53,467 +3,045	+6%	+$261K	0.24%	111
2023 Q4	$4.28M	Buy	50,422 +1,832	+4%	+$142K	0.24%	113
2023 Q3	$3.69M	Buy	48,590 +7,475	+18%	+$595K	0.23%	116
2023 Q2	$3.28M	Buy	41,115 +6,903	+20%	+$520K	0.19%	144
2023 Q1	$2.53M	Buy	34,212 +396	+1%	+$28.1K	0.15%	165
2022 Q4	$2.2M	Sell	33,816 -279	-0.8%	-$18.1K	0.14%	175
2022 Q3	$2.04M	Buy	34,095 +6,357	+23%	+$427K	0.14%	168
2022 Q2	$1.77M	Sell	27,738 -8,804	-24%	-$604K	0.12%	198
2022 Q1	$2.73M	Buy	36,542 +8,499	+30%	+$626K	0.16%	164
2021 Q4	$2.13M	Buy	28,043 +3,607	+15%	+$273K	0.13%	180
2021 Q3	$1.79M	Buy	24,436 +20,020	+453%	+$1.51M	0.12%	180
2021 Q2	$327K	Buy	4,416 +394	+10%	+$28.7K	0.02%	450
2021 Q1	$279K	Buy	+4,022	New	+$265K	0.03%	447
2020 Q3	–	Sell	-11,199	Closed	-$585K	–	472
2020 Q2	$585K	Buy	+11,199	New	+$558K	0.07%	238
2020 Q1	–	Sell	-5,386	Closed	-$295K	–	421
2019 Q4	$295K	Buy	+5,386	New	+$285K	0.04%	324

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

Integrated Advisors Network's MOAT Position: Q1 2026 in Review

Integrated Advisors Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 26% in Q1 2026, selling an estimated $1.15M and leaving 31,308 shares worth $3.03M. The position accounts for 0.16% of the portfolio, ranked #149.

Integrated Advisors Network first reported a position in MOAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.99M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Integrated Advisors Network held 31,308 shares of VanEck Morningstar Wide Moat ETF worth $3.03M as of Q1 2026.
Integrated Advisors Network sold 11,051 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.15M.
VanEck Morningstar Wide Moat ETF made up 0.16% of Integrated Advisors Network's portfolio in Q1 2026, its #149 holding.
Integrated Advisors Network first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 23 quarters since.
Integrated Advisors Network's VanEck Morningstar Wide Moat ETF position peaked at $4.99M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.