Magnolia Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Magnolia Capital Advisors’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	$3.67M	Sell	37,964 -46,517	-55%	-$4.82M	0.72%	42
2025 Q4	$8.75M	Buy	84,481 +31,878	+61%	+$3.26M	1.84%	10
2025 Q3	$5.21M	Sell	52,603 -31,837	-38%	-$3.11M	1.36%	18
2025 Q2	$7.92M	Sell	84,440 -8,222	-9%	-$721K	1.99%	8
2025 Q1	$8.15M	Buy	92,662 +6,502	+8%	+$598K	2.22%	8
2024 Q4	$7.99M	Buy	86,160 +2,263	+3%	+$218K	2.07%	10
2024 Q3	$8.13M	Buy	83,897 +79,702	+1,900%	+$7.29M	4.07%	5
2024 Q2	$363K	Buy	+4,195	New	+$365K	0.2%	96

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

Magnolia Capital Advisors's MOAT Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 55% in Q1 2026, selling an estimated $4.82M and leaving 37,964 shares worth $3.67M. The position accounts for 0.72% of the portfolio, ranked #42.

Magnolia Capital Advisors first reported a position in MOAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.75M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Magnolia Capital Advisors held 37,964 shares of VanEck Morningstar Wide Moat ETF worth $3.67M as of Q1 2026.
Magnolia Capital Advisors sold 46,517 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $4.82M.
VanEck Morningstar Wide Moat ETF made up 0.72% of Magnolia Capital Advisors's portfolio in Q1 2026, its #42 holding.
Magnolia Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 8 quarters since.
Magnolia Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $8.75M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.