Mount Yale Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mount Yale 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	$687K	Buy	+7,107	New	+$737K	0.02%	614
2025 Q3	–	Sell	-6,690	Closed	-$627K	–	1238
2025 Q2	$627K	Buy	+6,690	New	+$587K	0.05%	295
2019 Q3	–	Sell	-4,613	Closed	-$220K	–	321
2019 Q2	$220K	Sell	4,613 -82	-2%	-$3.88K	0.04%	285
2019 Q1	$219K	Hold	4,695	–	–	0.04%	281
2018 Q4	$213K	Buy	+4,695	New	+$209K	0.04%	289

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

Mount Yale Investment Advisors's MOAT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 7,107 shares worth $687K. The stake represents 0.02% of the portfolio and ranks #614 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MOAT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MOAT in Q4 2018 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Mount Yale Investment Advisors held 7,107 shares of VanEck Morningstar Wide Moat ETF worth $687K as of Q1 2026.
VanEck Morningstar Wide Moat ETF was a new Mount Yale Investment Advisors position in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #614 holding.
Mount Yale Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 5 quarters since.
722 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.