Summit Trail Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Trail Advisors’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	$1.34M	Sell	13,874 -3,140	-18%	-$325K	0.02%	787
2025 Q4	$1.76M	Sell	17,014 -108	-0.6%	-$11K	0.03%	486
2025 Q3	$1.7M	Sell	17,122 -812	-5%	-$79.2K	0.02%	533
2025 Q2	$1.68M	Sell	17,934 -2,007	-10%	-$176K	0.03%	309
2025 Q1	$1.75M	Sell	19,941 -3,262	-14%	-$300K	0.06%	110
2024 Q4	$2.15M	Buy	+23,203	New	+$2.24M	0.08%	83

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 $6.18B AUM 18.43% 1-Year Est. Return

BFA

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

Wells Fargo 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

Summit Trail Advisors's MOAT Position: Q1 2026 in Review

Summit Trail Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q1 2026, selling an estimated $325K and leaving 13,874 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #787.

Summit Trail Advisors first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Summit Trail Advisors held 13,874 shares of VanEck Morningstar Wide Moat ETF worth $1.34M as of Q1 2026.
Summit Trail Advisors sold 3,140 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $325K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #787 holding.
Summit Trail Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Summit Trail Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.15M in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.