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Matthew Hamilton Rosenberg’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$48.4K Hold
458
– – 0.01% 451
2026
Q2 		$47.6K Hold
458
– – 0.01% 443
2026
Q1 		$44.3K Hold
458
– – 0.01% 437
2025
Q4 		$47.4K Hold
458
– – 0.01% 435
2025
Q3 		$45.4K Hold
458
– – 0.01% 438
2025
Q2 		$43K Sell
458
-50
-10% -$4.39K 0.01% 462
2025
Q1 		$44.7K Buy
+508
New +$46.7K 0.01% 440

Other funds holding MOAT

ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Matthew Hamilton Rosenberg's MOAT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 458 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #451.

Matthew Hamilton Rosenberg first reported a position in MOAT in Q1 2025 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 458 shares of VanEck Morningstar Wide Moat ETF worth $48.4K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #451 holding.
  • Matthew Hamilton Rosenberg first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.