DHJJ Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

DHJJ Financial 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	$194K	Hold	2,005	–	–	0.06%	198
2025 Q4	$208K	Sell	2,005 -114	-5%	-$11.6K	0.07%	185
2025 Q3	$210K	Sell	2,119 -1,029	-33%	-$100K	0.07%	167
2025 Q2	$295K	Sell	3,148 -1,228	-28%	-$108K	0.11%	136
2025 Q1	$385K	Sell	4,376 -699	-14%	-$64.3K	0.16%	109
2024 Q4	$471K	Sell	5,075 -419	-8%	-$40.4K	0.18%	91
2024 Q3	$533K	Sell	5,494 -1,913	-26%	-$175K	0.21%	85
2024 Q2	$642K	Buy	7,407 +615	+9%	+$53.4K	0.27%	71
2024 Q1	$611K	Buy	6,792 +846	+14%	+$72.6K	0.27%	71
2023 Q4	$505K	Buy	5,946 +576	+11%	+$44.7K	0.24%	74
2023 Q3	$407K	Buy	5,370 +784	+17%	+$62.4K	0.21%	84
2023 Q2	$366K	Buy	4,586 +220	+5%	+$16.6K	0.19%	99
2023 Q1	$322K	Buy	4,366 +9	+0.2%	+$639	0.17%	104
2022 Q4	$283K	Buy	4,357 +790	+22%	+$51.2K	0.16%	112
2022 Q3	$214K	Buy	+3,567	New	+$240K	0.12%	122

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

DHJJ Financial Advisors's MOAT Position: Q1 2026 in Review

DHJJ Financial Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,005 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #198.

DHJJ Financial Advisors first reported a position in MOAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $642K in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

DHJJ Financial Advisors held 2,005 shares of VanEck Morningstar Wide Moat ETF worth $194K as of Q1 2026.
DHJJ Financial Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #198 holding.
DHJJ Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 15 quarters since.
DHJJ Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $642K in Q2 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.