Jacksonville Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jacksonville Wealth 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 Q2	$4.06M	Buy	39,012 +3,381	+9%	+$342K	2.29%	11
2026 Q1	$3.45M	Buy	35,631 +3,932	+12%	+$408K	2.33%	11
2025 Q4	$3.28M	Buy	31,699 +627	+2%	+$64K	2.32%	9
2025 Q3	$3.08M	Buy	31,072 +3,130	+11%	+$305K	2.26%	10
2025 Q2	$2.62M	Buy	27,942 +1,434	+5%	+$126K	2.11%	13
2025 Q1	$2.33M	Sell	26,508 -21	-0.1%	-$1.93K	2.3%	12
2024 Q4	$2.46M	Buy	+26,529	New	+$2.56M	2.3%	12

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jacksonville Wealth Management's MOAT Position: Q2 2026 in Review

Jacksonville Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.5% in Q2 2026, buying an estimated $342K and bringing the position to 39,012 shares worth $4.06M. The position accounts for 2.29% of the portfolio, ranked #11.

Jacksonville Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Jacksonville Wealth Management held 39,012 shares of VanEck Morningstar Wide Moat ETF worth $4.06M as of Q2 2026.
Jacksonville Wealth Management bought 3,381 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $342K.
VanEck Morningstar Wide Moat ETF made up 2.29% of Jacksonville Wealth Management's portfolio in Q2 2026, its #11 holding.
Jacksonville Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.