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

Copley Financial 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	$7.14M	Sell	73,860 -3,720	-5%	-$386K	4.31%	7
2025 Q4	$8.03M	Buy	77,580 +3,922	+5%	+$401K	4.97%	7
2025 Q3	$7.3M	Buy	73,658 +541	+0.7%	+$52.8K	4.99%	7
2025 Q2	$6.86M	Sell	73,117 -3,390	-4%	-$297K	5.09%	7
2025 Q1	$6.73M	Buy	76,507 +797	+1%	+$73.3K	5.15%	5
2024 Q4	$7.02M	Buy	75,710 +31,800	+72%	+$3.06M	5.38%	4
2024 Q3	$4.26M	Buy	+43,910	New	+$4.02M	3.87%	5

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

Copley Financial Group's MOAT Position: Q1 2026 in Review

Copley Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.8% in Q1 2026, selling an estimated $386K and leaving 73,860 shares worth $7.14M. The position accounts for 4.31% of the portfolio, ranked #7.

Copley Financial Group first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.03M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Copley Financial Group held 73,860 shares of VanEck Morningstar Wide Moat ETF worth $7.14M as of Q1 2026.
Copley Financial Group sold 3,720 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $386K.
VanEck Morningstar Wide Moat ETF made up 4.31% of Copley Financial Group's portfolio in Q1 2026, its #7 holding.
Copley Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $8.03M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.