Liberty One Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Liberty One Investment Management’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	–	Sell	-18,498	Closed	-$1.92M	–	157
2025 Q4	$1.92M	Sell	18,498 -8,656	-32%	-$884K	0.24%	76
2025 Q3	$2.69M	Sell	27,154 -732	-3%	-$71.4K	0.15%	70
2025 Q2	$2.62M	Buy	27,886 +20	+0.1%	+$1.75K	0.26%	68
2025 Q1	$2.45M	Sell	27,866 -998	-3%	-$91.8K	0.25%	71
2024 Q4	$2.68M	Sell	28,864 -409	-1%	-$39.4K	0.29%	68
2024 Q3	$2.84M	Buy	29,273 +65	+0.2%	+$5.94K	0.29%	69
2024 Q2	$2.53M	Sell	29,208 -463	-2%	-$40.2K	0.29%	70
2024 Q1	$2.67M	Sell	29,671 -746	-2%	-$64K	0.3%	68
2023 Q4	$2.58M	Buy	+30,417	New	+$2.36M	0.32%	63

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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Liberty One Investment Management's MOAT Position: Q1 2026 in Review

Liberty One Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 18,498 shares — an estimated $1.92M sold.

Liberty One Investment Management first reported a position in MOAT in Q4 2023 and held it in 9 quarters. The position peaked at $2.84M in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Liberty One Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Liberty One Investment Management sold 18,498 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.92M.
Liberty One Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 9 quarters.
Liberty One Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $2.84M in Q3 2024.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.