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Westshore Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Westshore 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 		$2.52M Sell
26,079
-2,483
-9% -$257K 0.88% 20
2025
Q4 		$2.96M Sell
28,562
-4,864
-15% -$497K 0.98% 21
2025
Q3 		$3.31M Sell
33,426
-3,921
-10% -$382K 1.13% 18
2025
Q2 		$3.5M Sell
37,347
-538
-1% -$47.2K 1.34% 15
2025
Q1 		$3.33M Sell
37,885
-4,178
-10% -$384K 1.41% 14
2024
Q4 		$3.9M Buy
42,063
+227
+0.5% +$21.9K 1.58% 13
2024
Q3 		$4.06M Buy
41,836
+69
+0.2% +$6.31K 1.66% 13
2024
Q2 		$3.62M Sell
41,767
-5,354
-11% -$465K 1.5% 12
2024
Q1 		$4.24M Buy
47,121
+2,635
+6% +$226K 1.76% 12
2023
Q4 		$3.78M Buy
44,486
+5,121
+13% +$398K 1.74% 11
2023
Q3 		$2.99M Buy
39,365
+1,108
+3% +$88.2K 1.66% 9
2023
Q2 		$3.05M Buy
38,257
+7,213
+23% +$543K 1.56% 12
2023
Q1 		$2.29M Buy
31,044
+20,311
+189% +$1.44M 1.2% 12
2022
Q4 		$697K Buy
+10,733
New +$696K 0.4% 29

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 $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth's MOAT Position: Q1 2026 in Review

Westshore Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.7% in Q1 2026, selling an estimated $257K and leaving 26,079 shares worth $2.52M. The position accounts for 0.88% of the portfolio, ranked #20.

Westshore Wealth first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.24M in Q1 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Westshore Wealth held 26,079 shares of VanEck Morningstar Wide Moat ETF worth $2.52M as of Q1 2026.
  • Westshore Wealth sold 2,483 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $257K.
  • VanEck Morningstar Wide Moat ETF made up 0.88% of Westshore Wealth's portfolio in Q1 2026, its #20 holding.
  • Westshore Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
  • Westshore Wealth's VanEck Morningstar Wide Moat ETF position peaked at $4.24M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.