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StoneX Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

StoneX Group’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 		$4.3M Buy
44,436
+1,045
+2% +$108K 0.23% 74
2025
Q4 		$4.49M Buy
43,391
+3,066
+8% +$313K 0.2% 93
2025
Q3 		$4M Buy
40,325
+248
+0.6% +$24.2K 0.17% 113
2025
Q2 		$3.76M Sell
40,077
-5,358
-12% -$470K 0.18% 109
2025
Q1 		$4M Sell
45,435
-985
-2% -$90.6K 0.22% 96
2024
Q4 		$4.3M Buy
+46,420
New +$4.47M 0.24% 84
2023
Q1 		– Sell
-35,770
Closed -$2.32M – 607
2022
Q4 		$2.32M Buy
35,770
+671
+2% +$43.5K 0.34% 46
2022
Q3 		$2.11M Buy
35,099
+541
+2% +$36.4K 0.39% 47
2022
Q2 		$2.2M Buy
34,558
+2,576
+8% +$177K 0.36% 51
2022
Q1 		$2.39M Buy
31,982
+920
+3% +$67.8K 0.23% 90
2021
Q4 		$2.36M Buy
31,062
+238
+0.8% +$18K 0.27% 76
2021
Q3 		$2.26M Buy
30,824
+1,784
+6% +$134K 0.32% 67
2021
Q2 		$2.15M Buy
29,040
+551
+2% +$40.1K 0.32% 60
2021
Q1 		$1.97M Buy
28,489
+788
+3% +$51.9K 0.35% 44
2020
Q4 		$1.72M Buy
27,701
+1,792
+7% +$106K 0.38% 44
2020
Q3 		$1.41M Buy
25,909
+2,877
+12% +$157K 0.46% 44
2020
Q2 		$1.2M Buy
23,032
+1,914
+9% +$95.3K 0.46% 48
2020
Q1 		$924K Buy
21,118
+810
+4% +$41.6K 0.49% 55
2019
Q4 		$1.11M Buy
20,308
+1,260
+7% +$66.7K 0.45% 66
2019
Q3 		$955K Buy
19,048
+495
+3% +$24.3K 0.6% 49
2019
Q2 		$891K Buy
18,553
+1,305
+8% +$61.8K 0.57% 51
2019
Q1 		$804K Buy
17,248
+3,000
+21% +$136K 0.61% 46
2018
Q4 		$587K Buy
14,248
+18
+0.1% +$800 0.57% 57
2018
Q3 		$665K Buy
14,230
+2,125
+18% +$97K 0.49% 68
2018
Q2 		$527K Buy
12,105
+2,368
+24% +$101K 0.45% 75
2018
Q1 		$404K Sell
9,737
-403
-4% -$17.5K 0.39% 94
2017
Q4 		$430K Buy
+10,140
New +$419K 0.45% 71

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

StoneX Group's MOAT Position: Q1 2026 in Review

StoneX Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.4% in Q1 2026, buying an estimated $108K and bringing the position to 44,436 shares worth $4.3M. The position accounts for 0.23% of the portfolio, ranked #74.

StoneX Group first reported a position in MOAT in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.49M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • StoneX Group held 44,436 shares of VanEck Morningstar Wide Moat ETF worth $4.3M as of Q1 2026.
  • StoneX Group bought 1,045 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $108K.
  • VanEck Morningstar Wide Moat ETF made up 0.23% of StoneX Group's portfolio in Q1 2026, its #74 holding.
  • StoneX Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 27 quarters since.
  • StoneX Group's VanEck Morningstar Wide Moat ETF position peaked at $4.49M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.