Essex Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Essex Financial 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	$1.03M	Sell	10,634 -3,117	-23%	-$323K	0.06%	282
2025 Q4	$1.42M	Sell	13,751 -8,580	-38%	-$876K	0.08%	208
2025 Q3	$2.21M	Sell	22,331 -15,088	-40%	-$1.47M	0.13%	151
2025 Q2	$3.51M	Sell	37,419 -38,457	-51%	-$3.37M	0.23%	92
2025 Q1	$6.68M	Sell	75,876 -4,414	-5%	-$406K	0.48%	47
2024 Q4	$7.44M	Sell	80,290 -4,555	-5%	-$439K	0.53%	38
2024 Q3	$8.21M	Buy	84,845 +2,478	+3%	+$227K	0.59%	34
2024 Q2	$7.34M	Buy	82,367 +29,176	+55%	+$2.54M	0.54%	38
2024 Q1	$4.78M	Buy	53,191 +23,836	+81%	+$2.05M	0.44%	55
2023 Q4	$2.49M	Buy	29,355 +9,622	+49%	+$747K	0.26%	85
2023 Q3	$1.5M	Buy	19,733 +4,859	+33%	+$387K	0.17%	123
2023 Q2	$1.19M	Buy	14,874 +7,065	+90%	+$532K	0.13%	156
2023 Q1	$577K	Buy	7,809 +3,825	+96%	+$272K	0.06%	266
2022 Q4	$258K	Buy	+3,984	New	+$258K	0.03%	395

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

Essex Financial Services's MOAT Position: Q1 2026 in Review

Essex Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 23% in Q1 2026, selling an estimated $323K and leaving 10,634 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #282.

Essex Financial Services first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.21M in Q3 2024. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Essex Financial Services held 10,634 shares of VanEck Morningstar Wide Moat ETF worth $1.03M as of Q1 2026.
Essex Financial Services sold 3,117 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $323K.
VanEck Morningstar Wide Moat ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #282 holding.
Essex Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
Essex Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $8.21M in Q3 2024.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.