Minot DeBlois Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Minot DeBlois 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 Q2	$88.4K	Hold	850	–	–	0.08%	90
2026 Q1	$82.2K	Buy	+850	New	+$88.1K	0.07%	88
2025 Q4	–	Sell	-1,135	Closed	-$112K	–	231
2025 Q3	$112K	Hold	1,135	–	–	0.1%	84
2025 Q2	$106K	Hold	1,135	–	–	0.1%	86
2025 Q1	$99.9K	Hold	1,135	–	–	0.1%	91
2024 Q4	$105K	Buy	+1,135	New	+$109K	0.1%	92

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Minot DeBlois Advisors's MOAT Position: Q2 2026 in Review

Minot DeBlois Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 850 shares worth $88.4K. The position accounts for 0.08% of the portfolio, ranked #90.

Minot DeBlois Advisors first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $112K in Q3 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Minot DeBlois Advisors held 850 shares of VanEck Morningstar Wide Moat ETF worth $88.4K as of Q2 2026.
Minot DeBlois Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.08% of Minot DeBlois Advisors's portfolio in Q2 2026, its #90 holding.
Minot DeBlois Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Minot DeBlois Advisors's VanEck Morningstar Wide Moat ETF position peaked at $112K in Q3 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.