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Whittier Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whittier Trust’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
2025
Q1 		– Sell
-56
Closed -$5.19K – 1547
2024
Q4 		$5.19K Buy
+56
New +$5.39K ﹤0.01% 1361
2020
Q3 		– Sell
-530
Closed -$28K – 1474
2020
Q2 		$28K Hold
530
– – ﹤0.01% 906
2020
Q1 		$23K Buy
+530
New +$27.2K ﹤0.01% 955

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Whittier Trust's MOAT Position: Q1 2025 in Review

Whittier Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 56 shares — an estimated $5.19K sold.

Whittier Trust first reported a position in MOAT in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q2 2020. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Whittier Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 56 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $5.19K.
  • Whittier Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 3 quarters.
  • Whittier Trust's VanEck Morningstar Wide Moat ETF position peaked at $28K in Q2 2020.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.