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 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 $1.66T 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 $6.18B AUM 18.43% 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

Minot DeBlois Advisors's MOAT Position: Q1 2026 in Review

Minot DeBlois Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 850 shares worth $82.2K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Minot DeBlois Advisors previously reported a position in MOAT as recently as Q3 2025.

Minot DeBlois Advisors first reported a position in MOAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $112K in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Minot DeBlois Advisors held 850 shares of VanEck Morningstar Wide Moat ETF worth $82.2K as of Q1 2026.
VanEck Morningstar Wide Moat ETF was a new Minot DeBlois Advisors position in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.07% of Minot DeBlois Advisors's portfolio in Q1 2026, its #88 holding.
Minot DeBlois Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 5 quarters since.
Minot DeBlois Advisors's VanEck Morningstar Wide Moat ETF position peaked at $112K in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.