Moneta Group Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Moneta Group Investment 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	$472K	Sell	4,877 -1,506	-24%	-$156K	﹤0.01%	515
2025 Q4	$661K	Buy	6,383 +518	+9%	+$52.9K	0.01%	439
2025 Q3	$581K	Buy	5,865 +1,385	+31%	+$135K	﹤0.01%	459
2025 Q2	$420K	Sell	4,480 -60	-1%	-$5.26K	0.01%	476
2025 Q1	$400K	Sell	4,540 -1,209	-21%	-$111K	0.01%	466
2024 Q4	$533K	Buy	5,749 +336	+6%	+$32.4K	0.01%	402
2024 Q3	$525K	Buy	+5,413	New	+$495K	0.01%	394

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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Moneta Group Investment Advisors's MOAT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 24% in Q1 2026, selling an estimated $156K and leaving 4,877 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Moneta Group Investment Advisors first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $661K in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Moneta Group Investment Advisors held 4,877 shares of VanEck Morningstar Wide Moat ETF worth $472K as of Q1 2026.
Moneta Group Investment Advisors sold 1,506 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $156K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #515 holding.
Moneta Group Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $661K in Q4 2025.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.