True North Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

True North 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 Q2	$337K	Sell	3,242 -535	-14%	-$54.1K	0.03%	222
2026 Q1	$365K	Hold	3,777	–	–	0.04%	191
2025 Q4	$391K	Buy	+3,777	New	+$386K	0.05%	178
2025 Q3	–	Sell	-2,994	Closed	-$281K	–	227
2025 Q2	$281K	Hold	2,994	–	–	0.05%	188
2025 Q1	$263K	Buy	+2,994	New	+$276K	0.05%	210

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

True North Advisors's MOAT Position: Q2 2026 in Review

True North Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 14% in Q2 2026, selling an estimated $54.1K and leaving 3,242 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #222.

True North Advisors first reported a position in MOAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $391K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

True North Advisors held 3,242 shares of VanEck Morningstar Wide Moat ETF worth $337K as of Q2 2026.
True North Advisors sold 535 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $54.1K.
VanEck Morningstar Wide Moat ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #222 holding.
True North Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 5 quarters since.
True North Advisors's VanEck Morningstar Wide Moat ETF position peaked at $391K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.