Financial Gravity Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Gravity Asset Management’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	$106K	Hold	1,094	–	–	0.02%	222
2025 Q4	$113K	Sell	1,094 -120	-10%	-$12.3K	0.02%	169
2025 Q3	$120K	Buy	+1,214	New	+$118K	0.02%	201
2025 Q1	$29.3K	Buy	+333	New	+$30.6K	0.01%	415
2018 Q3	$9K	Hold	202	–	–	0.01%	600
2018 Q2	$9K	Hold	202	–	–	0.01%	594
2018 Q1	$8K	Buy	+202	New	+$8.77K	0.01%	619

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Gravity Asset Management's MOAT Position: Q1 2026 in Review

Financial Gravity Asset Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 1,094 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #222.

Financial Gravity Asset Management first reported a position in MOAT in Q1 2018 and has held it in 7 quarters since. The position peaked at $120K in Q3 2025. 725 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Financial Gravity Asset Management held 1,094 shares of VanEck Morningstar Wide Moat ETF worth $106K as of Q1 2026.
Financial Gravity Asset Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #222 holding.
Financial Gravity Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $120K in Q3 2025.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.