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Legacy Private Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Private Trust’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
Q2 		$542K Hold
5,215
– – 0.03% 203
2026
Q1 		$504K Sell
5,215
-470
-8% -$48.7K 0.03% 202
2025
Q4 		$589K Sell
5,685
-620
-10% -$63.3K 0.03% 192
2025
Q3 		$625K Sell
6,305
-1,093
-15% -$107K 0.04% 181
2025
Q2 		$694K Sell
7,398
-49
-0.7% -$4.3K 0.04% 173
2025
Q1 		$655K Sell
7,447
-1,194
-14% -$110K 0.05% 171
2024
Q4 		$801K Buy
8,641
+690
+9% +$66.5K 0.05% 159
2024
Q3 		$771K Sell
7,951
-10
-0.1% -$914 0.05% 161
2024
Q2 		$690K Buy
7,961
+646
+9% +$56.1K 0.05% 157
2024
Q1 		$658K Sell
7,315
-1,550
-17% -$133K 0.05% 158
2023
Q4 		$752K Sell
8,865
-405
-4% -$31.5K 0.06% 151
2023
Q3 		$703K Sell
9,270
-1,029
-10% -$81.9K 0.06% 154
2023
Q2 		$822K Sell
10,299
-9
-0.1% -$677 0.07% 141
2023
Q1 		$761K Sell
10,308
-1,998
-16% -$142K 0.06% 152
2022
Q4 		$799K Sell
12,306
-817
-6% -$53K 0.07% 151
2022
Q3 		$787K Buy
13,123
+1,497
+13% +$101K 0.07% 143
2022
Q2 		$741K Sell
11,626
-10,755
-48% -$738K 0.07% 146
2022
Q1 		$1.67M Sell
22,381
-71,845
-76% -$5.29M 0.13% 123
2021
Q4 		$7.17M Buy
94,226
+20,963
+29% +$1.59M 0.54% 46
2021
Q3 		$5.37M Buy
73,263
+30,236
+70% +$2.28M 0.43% 64
2021
Q2 		$3.19M Buy
43,027
+12,906
+43% +$940K 0.27% 83
2021
Q1 		$2.09M Buy
+30,121
New +$1.98M 0.19% 99

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Private Trust's MOAT Position: Q2 2026 in Review

Legacy Private Trust held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 5,215 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #203.

Legacy Private Trust first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.17M in Q4 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Legacy Private Trust held 5,215 shares of VanEck Morningstar Wide Moat ETF worth $542K as of Q2 2026.
  • Legacy Private Trust left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #203 holding.
  • Legacy Private Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
  • Legacy Private Trust's VanEck Morningstar Wide Moat ETF position peaked at $7.17M in Q4 2021.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.