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

Henrickson Nauta 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 Q2	$369K	Hold	3,553	–	–	0.09%	76
2026 Q1	$344K	Sell	3,553 -2,078	-37%	-$215K	0.1%	67
2025 Q4	$597K	Buy	5,631 +2,078	+58%	+$212K	0.09%	63
2025 Q3	$352K	Sell	3,553 -348	-9%	-$33.9K	0.11%	59
2025 Q2	$366K	Hold	3,901	–	–	0.13%	57
2025 Q1	$312K	Sell	3,901 -337	-8%	-$31K	0.13%	54
2024 Q4	$393K	Buy	4,238 +9	+0.2%	+$867	0.16%	52
2024 Q3	$410K	Buy	4,229 +676	+19%	+$61.8K	0.16%	48
2024 Q2	$308K	Hold	3,553	–	–	0.13%	57
2024 Q1	$309K	Hold	3,553	–	–	0.14%	54
2023 Q4	$302K	Hold	3,553	–	–	0.15%	58
2023 Q3	$269K	Hold	3,553	–	–	0.16%	46
2023 Q2	$283K	Hold	3,553	–	–	0.19%	47
2023 Q1	$262K	Sell	3,553 -1,096	-24%	-$77.8K	0.19%	44
2022 Q4	$302K	Buy	+4,649	New	+$302K	0.24%	35

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

JFA

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's MOAT Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,553 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #76.

Henrickson Nauta Wealth Advisors first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $597K in Q4 2025. 190 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Henrickson Nauta Wealth Advisors held 3,553 shares of VanEck Morningstar Wide Moat ETF worth $369K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.09% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Henrickson Nauta Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
Henrickson Nauta Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $597K in Q4 2025.
190 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.