CFO4Life Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CFO4Life 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	$456K	Hold	4,714	–	–	0.07%	130
2025 Q4	$488K	Buy	4,714 +29	+0.6%	+$2.96K	0.07%	126
2025 Q3	$464K	Hold	4,685	–	–	0.07%	131
2025 Q2	$439K	Hold	4,685	–	–	0.07%	130
2025 Q1	$412K	Hold	4,685	–	–	0.07%	131
2024 Q4	$434K	Buy	4,685 +28	+0.6%	+$2.7K	0.08%	122
2024 Q3	$451K	Sell	4,657 -190	-4%	-$17.4K	0.08%	126
2024 Q2	$420K	Hold	4,847	–	–	0.08%	123
2024 Q1	$436K	Buy	4,847 +2,299	+90%	+$197K	0.08%	121
2023 Q4	$216K	Buy	+2,548	New	+$198K	0.04%	165
2023 Q3	–	Sell	-2,548	Closed	-$203K	–	179
2023 Q2	$203K	Buy	+2,548	New	+$192K	0.04%	154

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

CFO4Life Group's MOAT Position: Q1 2026 in Review

CFO4Life Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 4,714 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #130.

CFO4Life Group first reported a position in MOAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $488K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

CFO4Life Group held 4,714 shares of VanEck Morningstar Wide Moat ETF worth $456K as of Q1 2026.
CFO4Life Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.07% of CFO4Life Group's portfolio in Q1 2026, its #130 holding.
CFO4Life Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 11 quarters since.
CFO4Life Group's VanEck Morningstar Wide Moat ETF position peaked at $488K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.