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

Mawer 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
-36,020
Closed -$3.73M – 137
2025
Q4 		$3.73M Buy
+36,020
New +$3.68M 0.02% 113

Other funds holding MOAT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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 $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mawer Investment Management's MOAT Position: Q1 2026 in Review

Mawer Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 36,020 shares — an estimated $3.73M sold.

Mawer Investment Management first reported a position in MOAT in Q4 2025 and held it in 1 quarter. The position peaked at $3.73M in Q4 2025. 723 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Mawer Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Mawer Investment Management sold 36,020 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $3.73M.
  • Mawer Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and held it in 1 quarter.
  • Mawer Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $3.73M in Q4 2025.
  • 723 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.