Quartz Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Quartz Partners’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	–	Sell	-3,326	Closed	-$344K	–	183
2025 Q4	$344K	Buy	3,326 +342	+11%	+$34.9K	0.13%	121
2025 Q3	$296K	Sell	2,984 -2,840	-49%	-$277K	0.11%	144
2025 Q2	$546K	Buy	+5,824	New	+$511K	0.25%	89
2025 Q1	–	Sell	-5,237	Closed	-$486K	–	159
2024 Q4	$486K	Sell	5,237 -2,430	-32%	-$234K	0.3%	94
2024 Q3	$743K	Buy	+7,667	New	+$701K	0.47%	56

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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Quartz Partners's MOAT Position: Q1 2026 in Review

Quartz Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 3,326 shares — an estimated $344K sold.

Quartz Partners first reported a position in MOAT in Q3 2024 and held it in 5 quarters. The position peaked at $743K in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Quartz Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Quartz Partners sold 3,326 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $344K.
Quartz Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and held it in 5 quarters.
Quartz Partners's VanEck Morningstar Wide Moat ETF position peaked at $743K in Q3 2024.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.