Choreo LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Choreo LLC’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	$273K	Sell	2,820 -799	-22%	-$82.8K	﹤0.01%	1305
2025 Q4	$377K	Sell	3,619 -1,977	-35%	-$202K	﹤0.01%	1073
2025 Q3	$555K	Sell	5,596 -2,457	-31%	-$240K	0.01%	878
2025 Q2	$755K	Sell	8,053 -2,705	-25%	-$237K	0.01%	699
2025 Q1	$947K	Sell	10,758 -8	-0.1%	-$736	0.01%	572
2024 Q4	$997K	Buy	10,766 +414	+4%	+$39.9K	0.01%	582
2024 Q3	$995K	Sell	10,352 -3,599	-26%	-$329K	0.01%	573
2024 Q2	$1.2M	Buy	+13,951	New	+$1.21M	0.02%	460

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

Choreo LLC's MOAT Position: Q1 2026 in Review

Choreo LLC reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 22% in Q1 2026, selling an estimated $82.8K and leaving 2,820 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Choreo LLC first reported a position in MOAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Choreo LLC held 2,820 shares of VanEck Morningstar Wide Moat ETF worth $273K as of Q1 2026.
Choreo LLC sold 799 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $82.8K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1305 holding.
Choreo LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's VanEck Morningstar Wide Moat ETF position peaked at $1.2M in Q2 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.