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Stephens Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Stephens Inc’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 		$35.2M Sell
363,545
-11,853
-3% -$1.23M 0.44% 50
2025
Q4 		$38.9M Buy
375,398
+1,699
+0.5% +$174K 0.48% 44
2025
Q3 		$37M Sell
373,699
-18,132
-5% -$1.77M 0.47% 41
2025
Q2 		$36.7M Sell
391,831
-6,752
-2% -$592K 0.51% 40
2025
Q1 		$35.1M Sell
398,583
-9,140
-2% -$841K 0.51% 39
2024
Q4 		$37.8M Sell
407,723
-2,004
-0.5% -$193K 0.53% 39
2024
Q3 		$39.7M Buy
409,727
+10,902
+3% +$997K 0.56% 36
2024
Q2 		$34.5M Buy
398,825
+27,604
+7% +$2.4M 0.53% 39
2024
Q1 		$33.4M Buy
371,221
+21,092
+6% +$1.81M 0.52% 38
2023
Q4 		$29.7M Buy
350,129
+98,139
+39% +$7.62M 0.51% 41
2023
Q3 		$19.1M Buy
251,990
+42,180
+20% +$3.36M 0.37% 70
2023
Q2 		$16.7M Buy
209,810
+20,279
+11% +$1.53M 0.3% 82
2023
Q1 		$14M Buy
189,531
+9,450
+5% +$671K 0.27% 92
2022
Q4 		$11.7M Buy
180,081
+23,611
+15% +$1.53M 0.24% 100
2022
Q3 		$9.39M Buy
156,470
+3,853
+3% +$259K 0.2% 123
2022
Q2 		$9.73M Buy
152,617
+101
+0.1% +$6.93K 0.2% 124
2022
Q1 		$11.4M Buy
152,516
+3,475
+2% +$256K 0.19% 119
2021
Q4 		$11.3M Buy
149,041
+3,530
+2% +$268K 0.17% 127
2021
Q3 		$10.7M Buy
145,511
+5,855
+4% +$441K 0.16% 133
2021
Q2 		$10.3M Buy
139,656
+5,897
+4% +$429K 0.15% 144
2021
Q1 		$9.27M Buy
133,759
+6,258
+5% +$412K 0.15% 140
2020
Q4 		$7.91M Buy
127,501
+7,918
+7% +$466K 0.14% 155
2020
Q3 		$6.53M Buy
119,583
+3,207
+3% +$175K 0.13% 159
2020
Q2 		$6.08M Sell
116,376
-2,718
-2% -$135K 0.13% 168
2020
Q1 		$5.21M Sell
119,094
-8,078
-6% -$415K 0.14% 162
2019
Q4 		$6.97M Buy
127,172
+4,754
+4% +$252K 0.15% 164
2019
Q3 		$6.14M Sell
122,418
-7,267
-6% -$356K 0.14% 175
2019
Q2 		$6.23M Buy
129,685
+25,890
+25% +$1.23M 0.14% 167
2019
Q1 		$4.84M Buy
103,795
+41,470
+67% +$1.87M 0.11% 212
2018
Q4 		$2.57M Buy
62,325
+11,398
+22% +$507K 0.07% 303
2018
Q3 		$2.38M Buy
50,927
+1,250
+3% +$57K 0.06% 358
2018
Q2 		$2.16M Buy
49,677
+750
+2% +$31.9K 0.07% 313
2018
Q1 		$2.03M Buy
48,927
+3,959
+9% +$172K 0.08% 276
2017
Q4 		$1.91M Buy
44,968
+4,611
+11% +$190K 0.07% 273
2017
Q3 		$1.63M Buy
40,357
+4,152
+11% +$164K 0.06% 296
2017
Q2 		$1.43M Sell
36,205
-679
-2% -$26.1K 0.05% 361
2017
Q1 		$1.38M Buy
36,884
+3,287
+10% +$121K 0.05% 358
2016
Q4 		$1.17M Buy
33,597
+2,118
+7% +$73K 0.05% 353
2016
Q3 		$1.07M Buy
31,479
+2,391
+8% +$81.6K 0.05% 355
2016
Q2 		$946K Hold
29,088
– – 0.04% 363
2016
Q1 		$894K Sell
29,088
-51,346
-64% -$1.47M 0.04% 351
2015
Q4 		$2.33M Sell
80,434
-6,361
-7% -$189K 0.12% 188
2015
Q3 		$2.42M Buy
86,795
+10,545
+14% +$316K 0.13% 178
2015
Q2 		$2.34M Buy
76,250
+4,311
+6% +$135K 0.11% 223
2015
Q1 		$2.18M Buy
71,939
+3,194
+5% +$96.5K 0.1% 233
2014
Q4 		$2.14M Buy
68,745
+15,693
+30% +$491K 0.1% 217
2014
Q3 		$1.66M Buy
53,052
+18,462
+53% +$575K 0.08% 253
2014
Q2 		$1.06M Buy
34,590
+1,352
+4% +$40.4K 0.05% 311
2014
Q1 		$974K Hold
33,238
– – 0.05% 325
2013
Q4 		$959K Buy
33,238
+331
+1% +$9.19K 0.05% 338
2013
Q3 		$893K Buy
+32,907
New +$861K 0.05% 343

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

Stephens Inc's MOAT Position: Q1 2026 in Review

Stephens Inc reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.2% in Q1 2026, selling an estimated $1.23M and leaving 363,545 shares worth $35.2M. The position accounts for 0.44% of the portfolio, ranked #50.

Stephens Inc first reported a position in MOAT in Q3 2013 and has held it in 51 quarters since. The position peaked at $39.7M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Stephens Inc held 363,545 shares of VanEck Morningstar Wide Moat ETF worth $35.2M as of Q1 2026.
  • Stephens Inc sold 11,853 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.23M.
  • VanEck Morningstar Wide Moat ETF made up 0.44% of Stephens Inc's portfolio in Q1 2026, its #50 holding.
  • Stephens Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2013 and has held it in 51 quarters since.
  • Stephens Inc's VanEck Morningstar Wide Moat ETF position peaked at $39.7M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.