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

Morningstar 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	-77,770	Closed	-$8.05M	–	351
2025 Q4	$8.05M	Hold	77,770	–	–	0.48%	40
2025 Q3	$7.71M	Hold	77,770	–	–	0.28%	87
2025 Q2	$7.29M	Buy	77,770 +8,259	+12%	+$725K	0.64%	24
2025 Q1	$6.12M	Buy	69,511 +5,428	+8%	+$500K	0.52%	25
2024 Q4	$5.94M	Sell	64,083 -12,879	-17%	-$1.24M	0.47%	26
2024 Q3	$7.49M	Buy	76,962 +5,232	+7%	+$478K	0.74%	21
2024 Q2	$6.21M	Buy	+71,730	New	+$6.23M	0.65%	21

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.08B AUM 23.64% 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

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

Morningstar Investment Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 77,770 shares — an estimated $8.05M sold.

Morningstar Investment Management first reported a position in MOAT in Q2 2024 and held it in 7 quarters. The position peaked at $8.05M in Q4 2025. 722 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Morningstar Investment Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Morningstar Investment Management sold 77,770 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $8.05M.
Morningstar Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 7 quarters.
Morningstar Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $8.05M in Q4 2025.
722 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.