Jones Financial Companies
MOAT icon

Jones Financial Companies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jones Financial Companies’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 		$130M Buy
1,378,573
+139,689
+11% +$14.5M 0.06% 161
2025
Q4 		$128M Buy
1,238,884
+137,632
+12% +$14.1M 0.08% 82
2025
Q3 		$108M Buy
1,101,252
+108,068
+11% +$10.5M 0.07% 86
2025
Q2 		$93M Buy
993,184
+110,413
+13% +$9.69M 0.07% 89
2025
Q1 		$77.4M Buy
882,771
+201,826
+30% +$18.6M 0.07% 83
2024
Q4 		$63.1M Buy
680,945
+260,624
+62% +$25.1M 0.06% 76
2024
Q3 		$40.7M Buy
420,321
+253,366
+152% +$23.2M 0.04% 85
2024
Q2 		$14.5M Buy
166,955
+144,473
+643% +$12.6M 0.02% 121
2024
Q1 		$2.02M Buy
22,482
+21,827
+3,332% +$1.87M ﹤0.01% 194
2023
Q4 		$55.6K Buy
+655
New +$50.9K ﹤0.01% 458
2021
Q2 		– Sell
-1,220
Closed -$85K – 734
2021
Q1 		$85K Buy
+1,220
New +$80.4K ﹤0.01% 287

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