Morgan Stanley
MOAT icon

Morgan Stanley’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Morgan Stanley’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 		$595M Sell
5,726,513
-310,351
-5% -$31.4M 0.03% 493
2026
Q1 		$584M Sell
6,036,864
-377,677
-6% -$39.1M 0.04% 480
2025
Q4 		$664M Sell
6,414,541
-201,027
-3% -$20.5M 0.04% 433
2025
Q3 		$656M Sell
6,615,568
-167,928
-2% -$16.4M 0.04% 434
2025
Q2 		$636M Sell
6,783,496
-1,048,596
-13% -$92M 0.04% 422
2025
Q1 		$689M Sell
7,832,092
-1,003,773
-11% -$92.4M 0.05% 363
2024
Q4 		$819M Buy
8,835,865
+176,663
+2% +$17M 0.06% 312
2024
Q3 		$840M Buy
8,659,202
+138,859
+2% +$12.7M 0.06% 296
2024
Q2 		$738M Sell
8,520,343
-174,856
-2% -$15.2M 0.06% 307
2024
Q1 		$782M Buy
8,695,199
+988,175
+13% +$84.8M 0.06% 284
2023
Q4 		$654M Buy
7,707,024
+923,811
+14% +$71.7M 0.06% 302
2023
Q3 		$514M Buy
6,783,213
+1,140,029
+20% +$90.8M 0.05% 349
2023
Q2 		$450M Buy
5,643,184
+737,035
+15% +$55.5M 0.04% 403
2023
Q1 		$362M Buy
4,906,149
+300,842
+7% +$21.4M 0.04% 469
2022
Q4 		$299M Sell
4,605,307
-128,434
-3% -$8.33M 0.03% 525
2022
Q3 		$284M Buy
4,733,741
+69,458
+1% +$4.67M 0.04% 448
2022
Q2 		$297M Sell
4,664,283
-160,762
-3% -$11M 0.04% 449
2022
Q1 		$360M Buy
4,825,045
+188,967
+4% +$13.9M 0.05% 353
2021
Q4 		$353M Buy
4,636,078
+197,408
+4% +$15M 0.04% 381
2021
Q3 		$325M Buy
4,438,670
+176,490
+4% +$13.3M 0.04% 368
2021
Q2 		$316M Buy
4,262,180
+239,906
+6% +$17.5M 0.04% 390
2021
Q1 		$279M Buy
4,022,274
+344,660
+9% +$22.7M 0.04% 381
2020
Q4 		$228M Buy
3,677,614
+107,403
+3% +$6.33M 0.04% 430
2020
Q3 		$195M Sell
3,570,211
-72,556
-2% -$3.97M 0.04% 396
2020
Q2 		$190M Buy
3,642,767
+232,788
+7% +$11.6M 0.04% 366
2020
Q1 		$149M Buy
3,409,979
+213,593
+7% +$11M 0.04% 390
2019
Q4 		$175M Buy
3,196,386
+403,728
+14% +$21.4M 0.04% 408
2019
Q3 		$140M Buy
2,792,658
+56,984
+2% +$2.79M 0.04% 448
2019
Q2 		$131M Buy
2,735,674
+301,680
+12% +$14.3M 0.04% 470
2019
Q1 		$114M Sell
2,433,994
-155,531
-6% -$7.03M 0.03% 501
2018
Q4 		$107M Buy
2,589,525
+750,978
+41% +$33.4M 0.03% 501
2018
Q3 		$86M Buy
1,838,547
+7,900
+0.4% +$360K 0.02% 675
2018
Q2 		$79.7M Sell
1,830,647
-13,943
-0.8% -$594K 0.02% 680
2018
Q1 		$76.5M Buy
1,844,590
+74,047
+4% +$3.21M 0.02% 700
2017
Q4 		$75.2M Buy
1,770,543
+33,541
+2% +$1.38M 0.02% 702
2017
Q3 		$70.1M Buy
1,737,002
+88,944
+5% +$3.52M 0.02% 724
2017
Q2 		$65.2M Buy
1,648,058
+59,679
+4% +$2.29M 0.02% 773
2017
Q1 		$59.6M Buy
1,588,379
+13,663
+0.9% +$503K 0.02% 817
2016
Q4 		$54.8M Buy
1,574,716
+74,233
+5% +$2.56M 0.02% 821
2016
Q3 		$51.1M Buy
1,500,483
+195,773
+15% +$6.68M 0.02% 844
2016
Q2 		$42.4M Buy
1,304,710
+12,019
+0.9% +$387K 0.02% 893
2016
Q1 		$39.8M Sell
1,292,691
-29,276
-2% -$837K 0.02% 886
2015
Q4 		$38.2M Sell
1,321,967
-8,979
-0.7% -$267K 0.01% 947
2015
Q3 		$37.2M Sell
1,330,946
-35,564
-3% -$1.06M 0.01% 966
2015
Q2 		$41.9M Buy
1,366,510
+31,018
+2% +$969K 0.01% 972
2015
Q1 		$40.5M Sell
1,335,492
-61,040
-4% -$1.84M 0.01% 973
2014
Q4 		$43.4M Buy
1,396,532
+47,866
+4% +$1.5M 0.02% 934
2014
Q3 		$42.2M Sell
1,348,666
-21,538
-2% -$670K 0.02% 913
2014
Q2 		$42M Buy
1,370,204
+45,909
+3% +$1.37M 0.02% 894
2014
Q1 		$38.8M Buy
1,324,295
+37,550
+3% +$1.08M 0.02% 895
2013
Q4 		$37.1M Sell
1,286,745
-91,223
-7% -$2.53M 0.02% 903
2013
Q3 		$37.4M Sell
1,377,968
-102,971
-7% -$2.69M 0.02% 817
2013
Q2 		$36.2M Buy
+1,480,939
New +$35.9M 0.02% 797

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Morgan Stanley's MOAT Position: Q2 2026 in Review

Morgan Stanley reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q2 2026, selling an estimated $31.4M and leaving 5,726,513 shares worth $595M. The position accounts for 0.03% of the portfolio, ranked #493.

Morgan Stanley first reported a position in MOAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $840M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Morgan Stanley held 5,726,513 shares of VanEck Morningstar Wide Moat ETF worth $595M as of Q2 2026.
  • Morgan Stanley sold 310,351 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $31.4M.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #493 holding.
  • Morgan Stanley first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's VanEck Morningstar Wide Moat ETF position peaked at $840M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.