Jaffetilchin Investment Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jaffetilchin Investment Partners’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	$441K	Hold	4,555	–	–	0.03%	290
2025 Q4	$472K	Buy	4,555 +48	+1%	+$4.9K	0.03%	275
2025 Q3	$447K	Sell	4,507 -361	-7%	-$35.2K	0.03%	295
2025 Q2	$457K	Sell	4,868 -3	-0.1%	-$263	0.03%	272
2025 Q1	$429K	Buy	4,871 +975	+25%	+$89.7K	0.03%	264
2024 Q4	$361K	Buy	3,896 +140	+4%	+$13.5K	0.03%	277
2024 Q3	$364K	Hold	3,756	–	–	0.03%	266
2024 Q2	$325K	Sell	3,756 -24	-0.6%	-$2.08K	0.03%	273
2024 Q1	$340K	Sell	3,780 -3	-0.1%	-$257	0.03%	269
2023 Q4	$321K	Sell	3,783 -266	-7%	-$20.7K	0.03%	274
2023 Q3	$307K	Sell	4,049 -108	-3%	-$8.6K	0.03%	259
2023 Q2	$332K	Sell	4,157 -8,656	-68%	-$652K	0.04%	262
2023 Q1	$946K	Sell	12,813 -51,345	-80%	-$3.64M	0.11%	139
2022 Q4	$4.16M	Buy	+64,158	New	+$4.16M	0.51%	48
2018 Q4	–	Sell	-12,565	Closed	-$587K	–	317
2018 Q3	$587K	Buy	12,565 +2,613	+26%	+$119K	0.12%	135
2018 Q2	$434K	Buy	+9,952	New	+$424K	0.1%	184

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

Jaffetilchin Investment Partners's MOAT Position: Q1 2026 in Review

Jaffetilchin Investment Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 4,555 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #290.

Jaffetilchin Investment Partners first reported a position in MOAT in Q2 2018 and has held it in 16 quarters since. The position peaked at $4.16M in Q4 2022. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Jaffetilchin Investment Partners held 4,555 shares of VanEck Morningstar Wide Moat ETF worth $441K as of Q1 2026.
Jaffetilchin Investment Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #290 holding.
Jaffetilchin Investment Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and has held it in 16 quarters since.
Jaffetilchin Investment Partners's VanEck Morningstar Wide Moat ETF position peaked at $4.16M in Q4 2022.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.