Johnson Financial Group Inc (Wisconsin)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q1	–	Sell	-1,500	Closed	-$143K	–	913
2024 Q4	$143K	Hold	1,500	–	–	0.01%	331
2024 Q3	$145K	Hold	1,500	–	–	0.01%	395
2024 Q2	$130K	Hold	1,500	–	–	0.01%	359
2024 Q1	$135K	Hold	1,500	–	–	0.01%	333
2023 Q4	$127K	Hold	1,500	–	–	0.01%	346
2023 Q3	$114K	Hold	1,500	–	–	0.01%	300
2023 Q2	$120K	Hold	1,500	–	–	0.01%	316
2023 Q1	$111K	Hold	1,500	–	–	0.01%	329
2022 Q4	$97.4K	Hold	1,500	–	–	0.01%	296
2022 Q3	$90K	Hold	1,500	–	–	0.01%	304
2022 Q2	$96K	Sell	1,500 -300	-17%	-$20.6K	0.01%	325
2022 Q1	$134K	Sell	1,800 -56	-3%	-$4.13K	0.01%	314
2021 Q4	$141K	Hold	1,856	–	–	0.01%	314
2021 Q3	$136K	Hold	1,856	–	–	0.01%	291
2021 Q2	$137K	Hold	1,856	–	–	0.01%	303
2021 Q1	$129K	Buy	+1,856	New	+$122K	0.01%	306

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MOAT Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 1,500 shares — an estimated $143K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MOAT in Q1 2021 and held it in 16 quarters. The position peaked at $145K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,500 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $143K.
Johnson Financial Group Inc (Wisconsin) first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 16 quarters.
Johnson Financial Group Inc (Wisconsin)'s VanEck Morningstar Wide Moat ETF position peaked at $145K in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.