Boyce & Associates Wealth Consulting’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Boyce & Associates Wealth Consulting’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	$9.92M	Sell	102,596 -794	-0.8%	-$82.3K	7.51%	2
2025 Q4	$10.7M	Sell	103,390 -134	-0.1%	-$13.7K	8.97%	2
2025 Q3	$10.3M	Sell	103,524 -15,484	-13%	-$1.51M	8.4%	2
2025 Q2	$11.2M	Sell	119,008 -13,188	-10%	-$1.16M	10.19%	2
2025 Q1	$11.6M	Sell	132,196 -777	-0.6%	-$71.5K	11.63%	2
2024 Q4	$12.3M	Sell	132,973 -2,415	-2%	-$233K	12.48%	1
2024 Q3	$13.1M	Buy	135,388 +4,490	+3%	+$411K	13.64%	1
2024 Q2	$11.3M	Sell	130,898 -1,782	-1%	-$155K	13.32%	1
2024 Q1	$11.9M	Buy	132,680 +6,971	+6%	+$598K	15.4%	1
2023 Q4	$10.7M	Buy	125,709 +4,571	+4%	+$355K	15.51%	1
2023 Q3	$9.19M	Buy	121,138 +24,875	+26%	+$1.98M	15.3%	1
2023 Q2	$7.68M	Buy	96,263 +33,128	+52%	+$2.49M	12.83%	1
2023 Q1	$4.6M	Sell	63,135 -16,430	-21%	-$1.17M	8.23%	3
2022 Q4	$5.16M	Sell	79,565 -1,798	-2%	-$117K	9.87%	3
2022 Q3	$4.88M	Sell	81,363 -11,053	-12%	-$743K	10.05%	2
2022 Q2	$5.89M	Buy	+92,416	New	+$6.34M	10.71%	2

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

Boyce & Associates Wealth Consulting's MOAT Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.77% in Q1 2026, selling an estimated $82.3K and leaving 102,596 shares worth $9.92M. The position accounts for 7.51% of the portfolio, ranked #2.

Boyce & Associates Wealth Consulting first reported a position in MOAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.1M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Boyce & Associates Wealth Consulting held 102,596 shares of VanEck Morningstar Wide Moat ETF worth $9.92M as of Q1 2026.
Boyce & Associates Wealth Consulting sold 794 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $82.3K.
VanEck Morningstar Wide Moat ETF made up 7.51% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #2 holding.
Boyce & Associates Wealth Consulting first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 16 quarters since.
Boyce & Associates Wealth Consulting's VanEck Morningstar Wide Moat ETF position peaked at $13.1M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.