Byrne Financial Freedom’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Byrne Financial Freedom’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	$701K	Sell	7,244 -1,083	-13%	-$112K	0.34%	48
2025 Q4	$862K	Sell	8,327 -1,732	-17%	-$177K	0.4%	47
2025 Q3	$997K	Sell	10,059 -26,033	-72%	-$2.54M	0.5%	43
2025 Q2	$3.39M	Sell	36,092 -26,560	-42%	-$2.33M	1.69%	19
2025 Q1	$5.51M	Buy	62,652 +1,724	+3%	+$159K	3.13%	9
2024 Q4	$5.65M	Buy	+60,928	New	+$5.87M	2.51%	13

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 $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo 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

Byrne Financial Freedom's MOAT Position: Q1 2026 in Review

Byrne Financial Freedom reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q1 2026, selling an estimated $112K and leaving 7,244 shares worth $701K. The position accounts for 0.34% of the portfolio, ranked #48.

Byrne Financial Freedom first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.65M in Q4 2024. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Byrne Financial Freedom held 7,244 shares of VanEck Morningstar Wide Moat ETF worth $701K as of Q1 2026.
Byrne Financial Freedom sold 1,083 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $112K.
VanEck Morningstar Wide Moat ETF made up 0.34% of Byrne Financial Freedom's portfolio in Q1 2026, its #48 holding.
Byrne Financial Freedom first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's VanEck Morningstar Wide Moat ETF position peaked at $5.65M in Q4 2024.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.