Northwestern Mutual Wealth Management
MOAT icon

Northwestern Mutual Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Northwestern Mutual Wealth Management’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 		$43.7M Sell
452,163
-64,530
-12% -$6.69M 0.03% 298
2025
Q4 		$53.5M Buy
516,693
+1,269
+0.2% +$130K 0.03% 259
2025
Q3 		$51.1M Sell
515,424
-30,339
-6% -$2.96M 0.03% 260
2025
Q2 		$51.2M Sell
545,763
-366,738
-40% -$32.2M 0.04% 245
2025
Q1 		$80.3M Sell
912,501
-75,766
-8% -$6.97M 0.07% 141
2024
Q4 		$91.6M Buy
988,267
+21,720
+2% +$2.09M 0.08% 119
2024
Q3 		$93.7M Buy
966,547
+28,404
+3% +$2.6M 0.08% 113
2024
Q2 		$81.3M Buy
938,143
+39,522
+4% +$3.43M 0.08% 113
2024
Q1 		$80.8M Buy
898,621
+251,774
+39% +$21.6M 0.08% 112
2023
Q4 		$54.9M Buy
646,847
+35,386
+6% +$2.75M 0.06% 155
2023
Q3 		$46.4M Buy
611,461
+73,696
+14% +$5.87M 0.06% 154
2023
Q2 		$42.9M Sell
537,765
-21,271
-4% -$1.6M 0.06% 171
2023
Q1 		$41.3M Sell
559,036
-59,703
-10% -$4.24M 0.06% 166
2022
Q4 		$40.2M Buy
618,739
+10,567
+2% +$685K 0.06% 173
2022
Q3 		$36.5M Sell
608,172
-18,038
-3% -$1.21M 0.06% 153
2022
Q2 		$39.9M Buy
626,210
+39,572
+7% +$2.72M 0.07% 141
2022
Q1 		$43.8M Buy
586,638
+183,588
+46% +$13.5M 0.07% 139
2021
Q4 		$30.7M Buy
403,050
+15,991
+4% +$1.21M 0.05% 164
2021
Q3 		$28.4M Buy
387,059
+44,181
+13% +$3.33M 0.05% 160
2021
Q2 		$25.4M Buy
342,878
+146,112
+74% +$10.6M 0.05% 163
2021
Q1 		$13.6M Buy
196,766
+31,372
+19% +$2.07M 0.03% 210
2020
Q4 		$10.3M Sell
165,394
-731
-0.4% -$43.1K 0.02% 229
2020
Q3 		$9.07M Buy
166,125
+6,353
+4% +$347K 0.02% 226
2020
Q2 		$8.35M Sell
159,772
-41,488
-21% -$2.07M 0.03% 218
2020
Q1 		$8.8M Sell
201,260
-123,432
-38% -$6.35M 0.03% 190
2019
Q4 		$17.8M Sell
324,692
-392,058
-55% -$20.7M 0.06% 137
2019
Q3 		$35.9M Buy
716,750
+498,850
+229% +$24.5M 0.14% 76
2019
Q2 		$10.5M Sell
217,900
-26,594
-11% -$1.26M 0.04% 174
2019
Q1 		$11.4M Sell
244,494
-132,980
-35% -$6.01M 0.05% 165
2018
Q4 		$15.5M Buy
377,474
+330,195
+698% +$14.7M 0.08% 118
2018
Q3 		$2.21M Buy
47,279
+37,406
+379% +$1.71M 0.01% 312
2018
Q2 		$430K Buy
9,873
+1,255
+15% +$53.5K ﹤0.01% 567
2018
Q1 		$357K Buy
8,618
+2,248
+35% +$97.6K ﹤0.01% 586
2017
Q4 		$270K Buy
6,370
+400
+7% +$16.5K ﹤0.01% 642
2017
Q3 		$241K Buy
5,970
+5,539
+1,285% +$219K ﹤0.01% 640
2017
Q2 		$17K Sell
431
-1,219
-74% -$46.8K ﹤0.01% 1445
2017
Q1 		$62K Buy
+1,650
New +$60.8K ﹤0.01% 970
2015
Q1 		– Sell
-300
Closed -$9K – 1711
2014
Q4 		$9K Buy
+300
New +$9.39K ﹤0.01% 1104

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

Northwestern Mutual Wealth Management's MOAT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q1 2026, selling an estimated $6.69M and leaving 452,163 shares worth $43.7M. The position accounts for 0.03% of the portfolio, ranked #298.

Northwestern Mutual Wealth Management first reported a position in MOAT in Q4 2014 and has held it in 38 quarters since. The position peaked at $93.7M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 452,163 shares of VanEck Morningstar Wide Moat ETF worth $43.7M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 64,530 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $6.69M.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #298 holding.
  • Northwestern Mutual Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 38 quarters since.
  • Northwestern Mutual Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $93.7M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.