AmeriFlex Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

AmeriFlex Group’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	$153K	Hold	1,582	–	–	0.08%	210
2025 Q4	$164K	Sell	1,582 -1,582	-50%	-$162K	0.09%	203
2025 Q3	$314K	Buy	3,164 +3,039	+2,431%	+$296K	0.12%	148
2025 Q2	$11.6K	Buy	+125	New	+$11K	0.01%	677

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

AmeriFlex Group's MOAT Position: Q1 2026 in Review

AmeriFlex Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 1,582 shares worth $153K. The position accounts for 0.08% of the portfolio, ranked #210.

AmeriFlex Group first reported a position in MOAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

AmeriFlex Group held 1,582 shares of VanEck Morningstar Wide Moat ETF worth $153K as of Q1 2026.
AmeriFlex Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.08% of AmeriFlex Group's portfolio in Q1 2026, its #210 holding.
AmeriFlex Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 4 quarters since.
AmeriFlex Group's VanEck Morningstar Wide Moat ETF position peaked at $314K in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.