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TRUE Private Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TRUE Private Wealth 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 		– Sell
-3,404
Closed -$353K – 272
2025
Q4 		$353K Sell
3,404
-53
-2% -$5.41K 0.04% 195
2025
Q3 		$343K Sell
3,457
-1,213
-26% -$118K 0.04% 194
2025
Q2 		$438K Sell
4,670
-223
-5% -$19.6K 0.05% 161
2025
Q1 		$431K Sell
4,893
-53,154
-92% -$4.89M 0.05% 141
2024
Q4 		$5.38M Buy
58,047
+5,885
+11% +$567K 0.65% 24
2024
Q3 		$5.06M Buy
52,162
+32,074
+160% +$2.93M 0.6% 30
2024
Q2 		$1.74M Buy
20,088
+4,736
+31% +$412K 0.2% 75
2024
Q1 		$1.38M Buy
15,352
+10,654
+227% +$914K 0.16% 79
2023
Q4 		$399K Buy
+4,698
New +$365K 0.05% 185
2020
Q1 		– Sell
-34,186
Closed -$1.87M – 770
2019
Q4 		$1.87M Sell
34,186
-57
-0.2% -$3.02K 0.29% 51
2019
Q3 		$1.72M Sell
34,243
-66
-0.2% -$3.23K 0.3% 51
2019
Q2 		$1.65M Sell
34,309
-36,284
-51% -$1.72M 0.28% 51
2019
Q1 		$3.29M Sell
70,593
-985
-1% -$44.5K 0.63% 23
2018
Q4 		$2.95M Buy
+71,578
New +$3.18M 0.52% 34

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

TRUE Private Wealth Advisors's MOAT Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 3,404 shares — an estimated $353K sold.

TRUE Private Wealth Advisors first reported a position in MOAT in Q4 2018 and held it in 14 quarters. The position peaked at $5.38M in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • TRUE Private Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,404 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $353K.
  • TRUE Private Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 14 quarters.
  • TRUE Private Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.38M in Q4 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.