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

Tacita 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
2026 Q1	$5.56M	Sell	57,524 -6,367	-10%	-$660K	3.29%	6
2025 Q4	$6.62M	Sell	63,891 -210	-0.3%	-$21.4K	3.83%	5
2025 Q3	$6.35M	Buy	64,101 +267	+0.4%	+$26K	3.84%	5
2025 Q2	$5.99M	Buy	63,834 +2,282	+4%	+$200K	3.85%	5
2025 Q1	$5.42M	Sell	61,552 -1,638	-3%	-$151K	3.9%	5
2024 Q4	$5.86M	Sell	63,190 -6,261	-9%	-$603K	4.18%	5
2024 Q3	$6.73M	Buy	69,451 +3,064	+5%	+$280K	4.39%	4
2024 Q2	$5.75M	Buy	66,387 +30,581	+85%	+$2.66M	4.06%	4
2024 Q1	$3.22M	Buy	+35,806	New	+$3.07M	2.23%	17

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

Tacita Capital's MOAT Position: Q1 2026 in Review

Tacita Capital reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q1 2026, selling an estimated $660K and leaving 57,524 shares worth $5.56M. The position accounts for 3.29% of the portfolio, ranked #6.

Tacita Capital first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.73M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Tacita Capital held 57,524 shares of VanEck Morningstar Wide Moat ETF worth $5.56M as of Q1 2026.
Tacita Capital sold 6,367 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $660K.
VanEck Morningstar Wide Moat ETF made up 3.29% of Tacita Capital's portfolio in Q1 2026, its #6 holding.
Tacita Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Tacita Capital's VanEck Morningstar Wide Moat ETF position peaked at $6.73M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.