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

Morningstar Investment Services’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
2025 Q1	$6.79M	Sell	77,211 -25,200	-25%	-$2.32M	1.24%	16
2024 Q4	$9.5M	Sell	102,411 -584,777	-85%	-$56.3M	0.86%	28
2024 Q3	$66.6M	Sell	687,188 -19,168	-3%	-$1.75M	0.68%	43
2024 Q2	$61.4M	Sell	706,356 -17,585	-2%	-$1.53M	0.67%	42
2024 Q1	$64.7M	Buy	+723,941	New	+$62.1M	0.71%	40
2016 Q1	–	Sell	-1,462,171	Closed	-$42.3M	–	229
2015 Q4	$42.3M	Sell	1,462,171 -67,643	-4%	-$2.01M	1.67%	9
2015 Q3	$42.7M	Buy	1,529,814 +192,439	+14%	+$5.76M	1.82%	7
2015 Q2	$41M	Sell	1,337,375 -43,679	-3%	-$1.37M	1.75%	8
2015 Q1	$41.9M	Buy	1,381,054 +330,294	+31%	+$9.98M	1.82%	9
2014 Q4	$32.7M	Buy	1,050,760 +46,288	+5%	+$1.45M	1.53%	12
2014 Q3	$31.4M	Buy	1,004,472 +185,474	+23%	+$5.77M	1.62%	12
2014 Q2	$25.1M	Buy	818,998 +56,264	+7%	+$1.68M	1.46%	14
2014 Q1	$22.4M	Buy	762,734 +59,541	+8%	+$1.71M	1.53%	13
2013 Q4	$20.3M	Buy	703,193 +40,814	+6%	+$1.13M	1.53%	14
2013 Q3	$18.1M	Buy	+662,379	New	+$17.3M	1.58%	12

Other funds holding MOAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morningstar Investment Services's MOAT Position: Q1 2025 in Review

Morningstar Investment Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 25% in Q1 2025, selling an estimated $2.32M and leaving 77,211 shares worth $6.79M. The position accounts for 1.24% of the portfolio, ranked #16.

Morningstar Investment Services first reported a position in MOAT in Q3 2013 and has held it in 15 quarters since. The position peaked at $66.6M in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Morningstar Investment Services held 77,211 shares of VanEck Morningstar Wide Moat ETF worth $6.79M as of Q1 2025.
Morningstar Investment Services sold 25,200 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $2.32M.
VanEck Morningstar Wide Moat ETF made up 1.24% of Morningstar Investment Services's portfolio in Q1 2025, its #16 holding.
Morningstar Investment Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2013 and has held it in 15 quarters since.
Morningstar Investment Services's VanEck Morningstar Wide Moat ETF position peaked at $66.6M in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.