Diversify Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Diversify Advisory Services’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	–	Sell	-3,104	Closed	-$332K	–	614
2025 Q4	$332K	Sell	3,104 -178	-5%	-$18.2K	0.01%	732
2025 Q3	$332K	Buy	3,282 +58	+2%	+$5.66K	0.01%	688
2025 Q2	$313K	Sell	3,224 -178	-5%	-$15.6K	0.01%	675
2025 Q1	$291K	Sell	3,402 -1,548	-31%	-$142K	0.02%	505
2024 Q4	$451K	Buy	+4,950	New	+$477K	0.02%	378

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

Diversify Advisory Services's MOAT Position: Q1 2026 in Review

Diversify Advisory Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 3,104 shares — an estimated $332K sold.

Diversify Advisory Services first reported a position in MOAT in Q4 2024 and held it in 5 quarters. The position peaked at $451K in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Diversify Advisory Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 3,104 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $332K.
Diversify Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 5 quarters.
Diversify Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $451K in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.