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

Hartford Financial 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	$49.6K	Hold	513	–	–	0.01%	193
2025 Q4	$53.1K	Buy	513 +55	+12%	+$5.62K	0.01%	185
2025 Q3	$45.4K	Buy	458 +27	+6%	+$2.63K	0.01%	194
2025 Q2	$40.4K	Buy	431 +80	+23%	+$7.02K	0.01%	203
2025 Q1	$30.9K	Buy	351 +70	+25%	+$6.44K	0.01%	238
2024 Q4	$26.1K	Hold	281	–	–	0.01%	251
2024 Q3	$27.2K	Buy	281 +34	+14%	+$3.11K	0.01%	257
2024 Q2	$21.4K	Buy	247 +11	+5%	+$956	﹤0.01%	268
2024 Q1	$21.2K	Buy	236 +59	+33%	+$5.06K	﹤0.01%	272
2023 Q4	$15K	Buy	+177	New	+$13.7K	﹤0.01%	286
2023 Q1	–	Sell	-264	Closed	-$17.1K	–	382
2022 Q4	$17.1K	Buy	264 +3	+1%	+$195	﹤0.01%	252
2022 Q3	$16K	Hold	261	–	–	﹤0.01%	253
2022 Q2	$17K	Hold	261	–	–	﹤0.01%	252
2022 Q1	$19K	Hold	261	–	–	﹤0.01%	257
2021 Q4	$20K	Buy	261 +3	+1%	+$227	﹤0.01%	255
2021 Q3	$19K	Buy	258 +35	+16%	+$2.63K	﹤0.01%	251
2021 Q2	$17K	Buy	223 +27	+14%	+$1.97K	﹤0.01%	259
2021 Q1	$14K	Buy	+196	New	+$12.9K	﹤0.01%	274

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 $6.18B AUM 18.43% 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

Hartford Financial Management's MOAT Position: Q1 2026 in Review

Hartford Financial Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 513 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #193.

Hartford Financial Management first reported a position in MOAT in Q1 2021 and has held it in 18 quarters since. The position peaked at $53.1K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Hartford Financial Management held 513 shares of VanEck Morningstar Wide Moat ETF worth $49.6K as of Q1 2026.
Hartford Financial Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Hartford Financial Management's portfolio in Q1 2026, its #193 holding.
Hartford Financial Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 18 quarters since.
Hartford Financial Management's VanEck Morningstar Wide Moat ETF position peaked at $53.1K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.