FSC Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

FSC Wealth 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	–	Sell	-4,395	Closed	-$455K	–	20
2025 Q4	$455K	Sell	4,395 -2,706	-38%	-$276K	0.74%	23
2025 Q3	$704K	Sell	7,101 -580	-8%	-$56.6K	0.41%	37
2025 Q2	$720K	Sell	7,681 -22	-0.3%	-$1.93K	0.45%	36
2025 Q1	$678K	Sell	7,703 -255	-3%	-$23.5K	0.44%	36
2024 Q4	$738K	Buy	7,958 +4	+0.1%	+$385	0.48%	32
2024 Q3	$771K	Sell	7,954 -33	-0.4%	-$3.02K	0.55%	28
2024 Q2	$692K	Buy	7,987 +332	+4%	+$28.8K	0.51%	25
2024 Q1	$688K	Buy	7,655 +366	+5%	+$31.4K	0.48%	25
2023 Q4	$619K	Buy	+7,289	New	+$566K	0.45%	24

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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FSC Wealth Advisors's MOAT Position: Q1 2026 in Review

FSC Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 4,395 shares — an estimated $455K sold.

FSC Wealth Advisors first reported a position in MOAT in Q4 2023 and held it in 9 quarters. The position peaked at $771K in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

FSC Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
FSC Wealth Advisors sold 4,395 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $455K.
FSC Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 9 quarters.
FSC Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $771K in Q3 2024.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.