Stillwater Private Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Stillwater Private Wealth’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	$3.43M	Buy	+35,492	New	+$3.68M	2.9%	9

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

Stillwater Private Wealth's MOAT Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 35,492 shares worth $3.43M. The stake represents 2.9% of the portfolio and ranks #9 among its holdings.

718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Stillwater Private Wealth held 35,492 shares of VanEck Morningstar Wide Moat ETF worth $3.43M as of Q1 2026.
VanEck Morningstar Wide Moat ETF was a new Stillwater Private Wealth position in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 2.9% of Stillwater Private Wealth's portfolio in Q1 2026, its #9 holding.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.