HBW Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HBW Advisory 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 Q3	$7.06M	Sell	66,830 -83,056	-55%	-$9.08M	0.7%	29
2026 Q2	$15.6M	Buy	149,886 +1,547	+1%	+$156K	1.41%	12
2026 Q1	$14.3M	Sell	148,339 -22,587	-13%	-$2.34M	1.51%	11
2025 Q4	$17.7M	Buy	170,926 +11,272	+7%	+$1.15M	1.92%	8
2025 Q3	$15.8M	Sell	159,654 -1,758	-1%	-$171K	1.78%	9
2025 Q2	$15.1M	Sell	161,412 -5,573	-3%	-$489K	1.87%	8
2025 Q1	$14.7M	Buy	166,985 +24,726	+17%	+$2.28M	2.09%	8
2024 Q4	$13.2M	Buy	142,259 +1,613	+1%	+$155K	1.35%	8
2024 Q3	$13.6M	Buy	140,646 +69,757	+98%	+$6.38M	1.99%	7
2024 Q2	$6.14M	Buy	70,889 +3,987	+6%	+$346K	1.02%	15
2024 Q1	$5.68M	Hold	66,902	–	–	1.06%	13
2023 Q4	$5.68M	Buy	66,902 +8,531	+15%	+$662K	1.06%	13
2023 Q3	$4.43M	Buy	58,371 +55,311	+1,808%	+$4.4M	0.92%	19
2023 Q2	$244K	Buy	+3,060	New	+$230K	0.05%	256
2022 Q2	–	Sell	-3,496	Closed	-$261K	–	240
2022 Q1	$261K	Sell	3,496 -2,390	-41%	-$176K	0.09%	188
2021 Q4	$448K	Buy	5,886 +557	+10%	+$42.2K	0.1%	177
2021 Q3	$390K	Buy	+5,329	New	+$401K	0.1%	183

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

HBW Advisory Services's MOAT Position: Q3 2026 in Review

HBW Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 55% in Q3 2026, selling an estimated $9.08M and leaving 66,830 shares worth $7.06M. The position accounts for 0.7% of the portfolio, ranked #29.

HBW Advisory Services first reported a position in MOAT in Q3 2021 and has held it in 17 quarters since. The position peaked at $17.7M in Q4 2025. 212 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

HBW Advisory Services held 66,830 shares of VanEck Morningstar Wide Moat ETF worth $7.06M as of Q3 2026.
HBW Advisory Services sold 83,056 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $9.08M.
VanEck Morningstar Wide Moat ETF made up 0.7% of HBW Advisory Services's portfolio in Q3 2026, its #29 holding.
HBW Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 17 quarters since.
HBW Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $17.7M in Q4 2025.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.