MSH Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MSH Capital 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	$213K	Sell	2,198 -6	-0.3%	-$622	0.05%	262
2025 Q4	$228K	Buy	2,204 +25	+1%	+$2.55K	0.05%	250
2025 Q3	$216K	Hold	2,179	–	–	0.06%	235
2025 Q2	$204K	Buy	+2,179	New	+$191K	0.06%	233
2024 Q4	–	Sell	-2,113	Closed	-$205K	–	232
2024 Q3	$205K	Buy	+2,113	New	+$193K	0.06%	221

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 $6.18B AUM 18.43% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

MSH Capital Advisors's MOAT Position: Q1 2026 in Review

MSH Capital Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.27% in Q1 2026, selling an estimated $622 and leaving 2,198 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #262.

MSH Capital Advisors first reported a position in MOAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $228K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

MSH Capital Advisors held 2,198 shares of VanEck Morningstar Wide Moat ETF worth $213K as of Q1 2026.
MSH Capital Advisors sold 6 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $622.
VanEck Morningstar Wide Moat ETF made up 0.05% of MSH Capital Advisors's portfolio in Q1 2026, its #262 holding.
MSH Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 5 quarters since.
MSH Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $228K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.