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Navis Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Navis Wealth 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 		$233K Hold
2,414
– – 0.12% 158
2025
Q4 		$250K Buy
+2,414
New +$247K 0.11% 153

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Navis Wealth Advisors's MOAT Position: Q1 2026 in Review

Navis Wealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,414 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #158.

Navis Wealth Advisors first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Navis Wealth Advisors held 2,414 shares of VanEck Morningstar Wide Moat ETF worth $233K as of Q1 2026.
  • Navis Wealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.12% of Navis Wealth Advisors's portfolio in Q1 2026, its #158 holding.
  • Navis Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • Navis Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $250K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.