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

First 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 Q2	$2.4M	Buy	23,042 +174	+0.8%	+$17.6K	1.73%	15
2026 Q1	$2.21M	Sell	22,868 -50	-0.2%	-$5.18K	1.81%	15
2025 Q4	$2.37M	Sell	22,918 -1,398	-6%	-$143K	2.02%	15
2025 Q3	$2.41M	Sell	24,316 -392	-2%	-$38.2K	2.09%	15
2025 Q2	$2.32M	Buy	24,708 +69	+0.3%	+$6.05K	2.26%	15
2025 Q1	$2.17M	Sell	24,639 -842	-3%	-$77.5K	2.45%	15
2024 Q4	$2.36M	Buy	+25,481	New	+$2.45M	2.61%	13

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

First Financial Group's MOAT Position: Q2 2026 in Review

First Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.76% in Q2 2026, buying an estimated $17.6K and bringing the position to 23,042 shares worth $2.4M. The position accounts for 1.73% of the portfolio, ranked #15.

First Financial Group first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q3 2025. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

First Financial Group held 23,042 shares of VanEck Morningstar Wide Moat ETF worth $2.4M as of Q2 2026.
First Financial Group bought 174 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $17.6K.
VanEck Morningstar Wide Moat ETF made up 1.73% of First Financial Group's portfolio in Q2 2026, its #15 holding.
First Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
First Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $2.41M in Q3 2025.
337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.