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 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 $1.66T 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 $6.37B AUM 23.22% 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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jacksonville Wealth Management's MOAT Position: Q1 2026 in Review

Jacksonville Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q1 2026, buying an estimated $408K and bringing the position to 35,631 shares worth $3.45M. The position accounts for 2.33% of the portfolio, ranked #11.

Jacksonville Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Jacksonville Wealth Management held 35,631 shares of VanEck Morningstar Wide Moat ETF worth $3.45M as of Q1 2026.
Jacksonville Wealth Management bought 3,932 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $408K.
VanEck Morningstar Wide Moat ETF made up 2.33% of Jacksonville Wealth Management's portfolio in Q1 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 6 quarters since.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.