Parkside Financial Bank & Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Parkside Financial Bank & Trust’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	$216K	Hold	2,233	–	–	0.02%	434
2025 Q4	$231K	Hold	2,233	–	–	0.02%	422
2025 Q3	$221K	Sell	2,233 -4,142	-65%	-$404K	0.02%	418
2025 Q2	$598K	Hold	6,375	–	–	0.06%	214
2025 Q1	$561K	Hold	6,375	–	–	0.07%	201
2024 Q4	$591K	Buy	+6,375	New	+$614K	0.08%	188
2023 Q3	–	Sell	-1,673	Closed	-$133K	–	2085
2023 Q2	$133K	Sell	1,673 -329	-16%	-$24.8K	0.03%	340
2023 Q1	$148K	Buy	+2,002	New	+$142K	0.04%	292
2022 Q1	–	Sell	-22	Closed	-$2K	–	1886
2021 Q4	$2K	Sell	22 -32	-59%	-$2.42K	﹤0.01%	1623
2021 Q3	$4K	Buy	+54	New	+$4.07K	﹤0.01%	1341

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Parkside Financial Bank & Trust's MOAT Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,233 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #434.

Parkside Financial Bank & Trust first reported a position in MOAT in Q3 2021 and has held it in 10 quarters since. The position peaked at $598K in Q2 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Parkside Financial Bank & Trust held 2,233 shares of VanEck Morningstar Wide Moat ETF worth $216K as of Q1 2026.
Parkside Financial Bank & Trust left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #434 holding.
Parkside Financial Bank & Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 10 quarters since.
Parkside Financial Bank & Trust's VanEck Morningstar Wide Moat ETF position peaked at $598K in Q2 2025.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.