Chokshi & Queen Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Chokshi & Queen Wealth Advisors’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	$234K	Buy	+2,422	New	+$251K	0.13%	56
2025 Q4	–	Sell	-2,455	Closed	-$243K	–	53
2025 Q3	$243K	Hold	2,455	–	–	0.13%	54
2025 Q2	$230K	Hold	2,455	–	–	0.13%	54
2025 Q1	$216K	Hold	2,455	–	–	0.13%	52
2024 Q4	$228K	Buy	+2,455	New	+$236K	0.14%	46

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

Chokshi & Queen Wealth Advisors's MOAT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 2,422 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #56 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in MOAT as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in MOAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $243K in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Chokshi & Queen Wealth Advisors held 2,422 shares of VanEck Morningstar Wide Moat ETF worth $234K as of Q1 2026.
VanEck Morningstar Wide Moat ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.13% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Chokshi & Queen Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 5 quarters since.
Chokshi & Queen Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $243K in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.