Holistic Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Holistic Planning’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	$1.21M	Sell	12,477 -470	-4%	-$48.7K	0.24%	87
2025 Q4	$1.34M	Sell	12,947 -148	-1%	-$15.1K	0.29%	78
2025 Q3	$1.3M	Sell	13,095 -257	-2%	-$25.1K	0.34%	60
2025 Q2	$1.25M	Sell	13,352 -680	-5%	-$59.7K	0.36%	54
2025 Q1	$1.23M	Sell	14,032 -788	-5%	-$72.5K	0.42%	46
2024 Q4	$1.37M	Buy	14,820 +433	+3%	+$41.7K	0.5%	38
2024 Q3	$1.39M	Sell	14,387 -8,400	-37%	-$768K	0.59%	35
2024 Q2	$2.05M	Hold	22,787	–	–	1.57%	16
2024 Q1	$2.05M	Sell	22,787 -851	-4%	-$73K	1.56%	16
2023 Q4	$2.01M	Buy	+23,638	New	+$1.84M	1.69%	15

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

Holistic Planning's MOAT Position: Q1 2026 in Review

Holistic Planning reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.6% in Q1 2026, selling an estimated $48.7K and leaving 12,477 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #87.

Holistic Planning first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Holistic Planning held 12,477 shares of VanEck Morningstar Wide Moat ETF worth $1.21M as of Q1 2026.
Holistic Planning sold 470 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $48.7K.
VanEck Morningstar Wide Moat ETF made up 0.24% of Holistic Planning's portfolio in Q1 2026, its #87 holding.
Holistic Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's VanEck Morningstar Wide Moat ETF position peaked at $2.05M in Q2 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.