Integrity Alliance’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Integrity Alliance’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	$646K	Buy	6,684 +374	+6%	+$38.8K	0.02%	384
2025 Q4	$653K	Buy	6,310 +540	+9%	+$55.1K	0.02%	394
2025 Q3	$572K	Sell	5,770 -171	-3%	-$16.7K	0.03%	328
2025 Q2	$557K	Sell	5,941 -27	-0.5%	-$2.37K	0.03%	285
2025 Q1	$525K	Buy	5,968 +48	+0.8%	+$4.42K	0.02%	381
2024 Q4	$549K	Buy	+5,920	New	+$570K	0.06%	127

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

Integrity Alliance's MOAT Position: Q1 2026 in Review

Integrity Alliance increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.9% in Q1 2026, buying an estimated $38.8K and bringing the position to 6,684 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #384.

Integrity Alliance first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Integrity Alliance held 6,684 shares of VanEck Morningstar Wide Moat ETF worth $646K as of Q1 2026.
Integrity Alliance bought 374 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $38.8K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Integrity Alliance's portfolio in Q1 2026, its #384 holding.
Integrity Alliance first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Alliance's VanEck Morningstar Wide Moat ETF position peaked at $653K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.