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

Avaii Wealth Management’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	-2,066	Closed	-$214K	–	168
2025 Q4	$214K	Buy	2,066 +5	+0.2%	+$511	0.08%	139
2025 Q3	$204K	Buy	+2,061	New	+$201K	0.08%	147
2025 Q1	–	Sell	-2,181	Closed	-$202K	–	135
2024 Q4	$202K	Sell	2,181 -241	-10%	-$23.2K	0.1%	125
2024 Q3	$235K	Hold	2,422	–	–	0.12%	116
2024 Q2	$210K	Sell	2,422 -37	-2%	-$3.21K	0.12%	136
2024 Q1	$221K	Hold	2,459	–	–	0.13%	130
2023 Q4	$209K	Buy	+2,459	New	+$191K	0.14%	133

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

Avaii Wealth Management's MOAT Position: Q1 2026 in Review

Avaii Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 2,066 shares — an estimated $214K sold.

Avaii Wealth Management first reported a position in MOAT in Q4 2023 and held it in 7 quarters. The position peaked at $235K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Avaii Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Avaii Wealth Management sold 2,066 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $214K.
Avaii Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 7 quarters.
Avaii Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $235K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.