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

TD Private Client 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	$1.37M	Sell	14,212 -1,158	-8%	-$120K	0.03%	314
2025 Q4	$1.59M	Sell	15,370 -964	-6%	-$98.4K	0.03%	281
2025 Q3	$1.62M	Sell	16,334 -1,588	-9%	-$155K	0.04%	275
2025 Q2	$1.68M	Buy	17,922 +2,445	+16%	+$214K	0.04%	268
2025 Q1	$1.36M	Sell	15,477 -1,116	-7%	-$103K	0.04%	288
2024 Q4	$1.54M	Buy	16,593 +4,773	+40%	+$460K	0.04%	271
2024 Q3	$1.15M	Buy	11,820 +1,048	+10%	+$95.8K	0.03%	344
2024 Q2	$933K	Buy	10,772 +4,469	+71%	+$388K	0.03%	357
2024 Q1	$567K	Buy	6,303 +1,673	+36%	+$144K	0.02%	435
2023 Q4	$393K	Buy	4,630 +2,672	+136%	+$207K	0.01%	468
2023 Q3	$148K	Buy	+1,958	New	+$156K	0.01%	591

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

TD Private Client Wealth's MOAT Position: Q1 2026 in Review

TD Private Client Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.5% in Q1 2026, selling an estimated $120K and leaving 14,212 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #314.

TD Private Client Wealth first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q2 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

TD Private Client Wealth held 14,212 shares of VanEck Morningstar Wide Moat ETF worth $1.37M as of Q1 2026.
TD Private Client Wealth sold 1,158 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $120K.
VanEck Morningstar Wide Moat ETF made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #314 holding.
TD Private Client Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
TD Private Client Wealth's VanEck Morningstar Wide Moat ETF position peaked at $1.68M in Q2 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.