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

New Insight 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	$255K	Sell	2,635 -675	-20%	-$70K	0.09%	98
2025 Q4	$343K	Sell	3,310 -217	-6%	-$22.2K	0.12%	89
2025 Q3	$350K	Sell	3,527 -153	-4%	-$14.9K	0.13%	87
2025 Q2	$345K	Sell	3,680 -1,610	-30%	-$141K	0.14%	83
2025 Q1	$466K	Hold	5,290	–	–	0.21%	63
2024 Q4	$491K	Hold	5,290	–	–	0.25%	54
2024 Q3	$513K	Hold	5,290	–	–	0.27%	47
2024 Q2	$458K	Hold	5,290	–	–	0.27%	47
2024 Q1	$476K	Hold	5,290	–	–	0.3%	44
2023 Q4	$449K	Buy	+5,290	New	+$411K	0.3%	47

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

New Insight Wealth Advisors's MOAT Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 20% in Q1 2026, selling an estimated $70K and leaving 2,635 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #98.

New Insight Wealth Advisors first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $513K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

New Insight Wealth Advisors held 2,635 shares of VanEck Morningstar Wide Moat ETF worth $255K as of Q1 2026.
New Insight Wealth Advisors sold 675 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $70K.
VanEck Morningstar Wide Moat ETF made up 0.09% of New Insight Wealth Advisors's portfolio in Q1 2026, its #98 holding.
New Insight Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $513K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.