Long Island Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Long Island Wealth 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	$314K	Sell	3,250 -14,515	-82%	-$1.5M	0.15%	70
2025 Q4	$1.84M	Buy	17,765 +196	+1%	+$20K	0.87%	24
2025 Q3	$1.74M	Sell	17,569 -41	-0.2%	-$4K	0.85%	24
2025 Q2	$1.65M	Sell	17,610 -91,382	-84%	-$8.02M	0.86%	23
2025 Q1	$9.59M	Buy	108,992 +11,862	+12%	+$1.09M	5.84%	4
2024 Q4	$9.01M	Buy	+97,130	New	+$9.36M	5.64%	5

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

Long Island Wealth Management's MOAT Position: Q1 2026 in Review

Long Island Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 82% in Q1 2026, selling an estimated $1.5M and leaving 3,250 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #70.

Long Island Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.59M in Q1 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Long Island Wealth Management held 3,250 shares of VanEck Morningstar Wide Moat ETF worth $314K as of Q1 2026.
Long Island Wealth Management sold 14,515 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.5M.
VanEck Morningstar Wide Moat ETF made up 0.15% of Long Island Wealth Management's portfolio in Q1 2026, its #70 holding.
Long Island Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Long Island Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $9.59M in Q1 2025.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.