Novare Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Novare Capital 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	$709K	Sell	7,331 -99,229	-93%	-$10.3M	0.06%	120
2025 Q4	$11M	Buy	106,560 +414	+0.4%	+$42.3K	0.83%	42
2025 Q3	$10.5M	Buy	106,146 +976	+0.9%	+$95.2K	0.8%	44
2025 Q2	$9.86M	Buy	105,170 +1,671	+2%	+$147K	0.8%	46
2025 Q1	$9.11M	Buy	103,499 +1,496	+1%	+$138K	0.8%	49
2024 Q4	$9.46M	Buy	102,003 +3,405	+3%	+$328K	0.8%	49
2024 Q3	$9.56M	Buy	98,598 +20,347	+26%	+$1.86M	0.81%	52
2024 Q2	$6.78M	Buy	78,251 +2,414	+3%	+$210K	0.61%	61
2024 Q1	$6.82M	Buy	75,837 +13,275	+21%	+$1.14M	0.62%	64
2023 Q4	$5.31M	Buy	62,562 +7,120	+13%	+$553K	0.54%	66
2023 Q3	$4.2M	Buy	+55,442	New	+$4.41M	0.47%	69

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 $6.37B AUM 23.22% 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

Novare Capital Management's MOAT Position: Q1 2026 in Review

Novare Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 93% in Q1 2026, selling an estimated $10.3M and leaving 7,331 shares worth $709K. The position accounts for 0.06% of the portfolio, ranked #120.

Novare Capital Management first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $11M in Q4 2025. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Novare Capital Management held 7,331 shares of VanEck Morningstar Wide Moat ETF worth $709K as of Q1 2026.
Novare Capital Management sold 99,229 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $10.3M.
VanEck Morningstar Wide Moat ETF made up 0.06% of Novare Capital Management's portfolio in Q1 2026, its #120 holding.
Novare Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
Novare Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $11M in Q4 2025.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.