Journey Strategic Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Journey Strategic Wealth’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	$1.05M	Sell	10,845 -1,513	-12%	-$157K	0.03%	172
2025 Q4	$1.28M	Sell	12,358 -154,716	-93%	-$15.8M	0.03%	141
2025 Q3	$16.6M	Buy	167,074 +4,963	+3%	+$484K	0.47%	21
2025 Q2	$15.2M	Buy	162,111 +1,753	+1%	+$154K	0.49%	19
2025 Q1	$14.1M	Sell	160,358 -4,541	-3%	-$418K	0.49%	15
2024 Q4	$15.3M	Buy	164,899 +21,303	+15%	+$2.05M	0.57%	13
2024 Q3	$13.9M	Buy	143,596 +22,332	+18%	+$2.04M	0.51%	14
2024 Q2	$10.5M	Buy	121,264 +17,409	+17%	+$1.51M	0.45%	15
2024 Q1	$9.34M	Buy	+103,855	New	+$8.91M	0.41%	16

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Journey Strategic Wealth's MOAT Position: Q1 2026 in Review

Journey Strategic Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q1 2026, selling an estimated $157K and leaving 10,845 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #172.

Journey Strategic Wealth first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.6M in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Journey Strategic Wealth held 10,845 shares of VanEck Morningstar Wide Moat ETF worth $1.05M as of Q1 2026.
Journey Strategic Wealth sold 1,513 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $157K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #172 holding.
Journey Strategic Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's VanEck Morningstar Wide Moat ETF position peaked at $16.6M in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.