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

Scotia Capital’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
2025 Q1	–	Sell	-8,944	Closed	-$830K	–	899
2024 Q4	$830K	Sell	8,944 -32	-0.4%	-$3.08K	﹤0.01%	548
2024 Q3	$870K	Sell	8,976 -488	-5%	-$44.6K	﹤0.01%	534
2024 Q2	$820K	Buy	9,464 +239	+3%	+$20.8K	﹤0.01%	523
2024 Q1	$829K	Buy	9,225 +105	+1%	+$9.01K	﹤0.01%	526
2023 Q4	$774K	Buy	9,120 +614	+7%	+$47.7K	0.01%	503
2023 Q3	$646K	Buy	8,506 +762	+10%	+$60.7K	﹤0.01%	520
2023 Q2	$618K	Buy	7,744 +171	+2%	+$12.9K	﹤0.01%	518
2023 Q1	$559K	Buy	7,573 +3,075	+68%	+$218K	﹤0.01%	527
2022 Q4	$292K	Buy	+4,498	New	+$292K	﹤0.01%	645

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Scotia Capital's MOAT Position: Q1 2025 in Review

Scotia Capital sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 8,944 shares — an estimated $830K sold.

Scotia Capital first reported a position in MOAT in Q4 2022 and held it in 9 quarters. The position peaked at $870K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Scotia Capital reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Scotia Capital sold 8,944 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $830K.
Scotia Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 9 quarters.
Scotia Capital's VanEck Morningstar Wide Moat ETF position peaked at $870K in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Scotia Capital's 13F filing for Q1 2025, filed 9 May 2025.