Level Four Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Level Four Advisory Services’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	$27M	Sell	279,722 -16,400	-6%	-$1.7M	0.89%	17
2025 Q4	$30.7M	Buy	296,122 +975	+0.3%	+$99.6K	1%	15
2025 Q3	$29.3M	Sell	295,147 -62,828	-18%	-$6.13M	1%	17
2025 Q2	$33.6M	Buy	357,975 +6,198	+2%	+$544K	1.24%	7
2025 Q1	$31M	Buy	351,777 +19,073	+6%	+$1.76M	1.27%	7
2024 Q4	$30.9M	Buy	332,704 +13,021	+4%	+$1.25M	1.26%	8
2024 Q3	$30.1M	Buy	319,683 +30,933	+11%	+$2.83M	1.27%	9
2024 Q2	$25M	Sell	288,750 -74,807	-21%	-$6.5M	1.13%	11
2024 Q1	$30.9M	Buy	363,557 +5,323	+1%	+$457K	1.7%	7
2023 Q4	$30.4M	Buy	358,234 +25,057	+8%	+$1.95M	1.71%	7
2023 Q3	$25.3M	Buy	333,177 +58,707	+21%	+$4.67M	1.63%	7
2023 Q2	$21.9M	Buy	274,470 +66,344	+32%	+$4.99M	1.32%	10
2023 Q1	$15.4M	Buy	208,126 +4,989	+2%	+$354K	1.01%	13
2022 Q4	$13.2M	Sell	203,137 -24,585	-11%	-$1.59M	0.98%	15
2022 Q3	$13.7M	Buy	227,722 +3,925	+2%	+$264K	1.33%	10
2022 Q2	$14.3M	Buy	223,797 +11,856	+6%	+$814K	1.35%	9
2022 Q1	$15.8M	Sell	211,941 -6,240	-3%	-$460K	1.24%	9
2021 Q4	$16.6M	Buy	218,181 +64,905	+42%	+$4.92M	1.27%	8
2021 Q3	$11.2M	Buy	153,276 +41,653	+37%	+$3.14M	1.17%	11
2021 Q2	$8.27M	Buy	111,623 +5,433	+5%	+$396K	0.57%	34
2021 Q1	$7.36M	Buy	106,190 +5,653	+6%	+$373K	0.57%	30
2020 Q4	$6.23M	Buy	100,537 +2,498	+3%	+$147K	0.5%	45
2020 Q3	$5.35M	Buy	98,039 +30,074	+44%	+$1.64M	0.41%	53
2020 Q2	$3.56M	Sell	67,965 -25,027	-27%	-$1.25M	0.28%	89
2020 Q1	$4.06M	Buy	92,992 +33,670	+57%	+$1.73M	0.49%	42
2019 Q4	$3.25M	Sell	59,322 -1,285	-2%	-$68K	0.13%	177
2019 Q3	$3.04M	Buy	60,607 +3,710	+7%	+$182K	0.31%	71
2019 Q2	$2.73M	Buy	56,897 +519	+0.9%	+$24.6K	0.28%	78
2019 Q1	$2.63M	Buy	56,378 +11,159	+25%	+$504K	0.29%	76
2018 Q4	$1.86M	Buy	45,219 +690	+2%	+$30.7K	0.23%	98
2018 Q3	$2.08M	Buy	44,529 +1,375	+3%	+$62.7K	0.23%	104
2018 Q2	$1.88M	Buy	43,154 +653	+2%	+$27.8K	0.14%	149
2018 Q1	$1.76M	Sell	42,501 -144,288	-77%	-$6.26M	0.14%	146
2017 Q4	$7.93M	Buy	186,789 +7,334	+4%	+$303K	0.62%	34
2017 Q3	$7.24M	Buy	179,455 +73,585	+70%	+$2.91M	0.64%	29
2017 Q2	$3.95M	Sell	105,870 -2,820	-3%	-$108K	0.61%	36
2017 Q1	$4.05M	Buy	+108,690	New	+$4.01M	0.41%	54

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 $6.18B AUM 18.43% 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

Level Four Advisory Services's MOAT Position: Q1 2026 in Review

Level Four Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.5% in Q1 2026, selling an estimated $1.7M and leaving 279,722 shares worth $27M. The position accounts for 0.89% of the portfolio, ranked #17.

Level Four Advisory Services first reported a position in MOAT in Q1 2017 and has held it in 37 quarters since. The position peaked at $33.6M in Q2 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Level Four Advisory Services held 279,722 shares of VanEck Morningstar Wide Moat ETF worth $27M as of Q1 2026.
Level Four Advisory Services sold 16,400 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.7M.
VanEck Morningstar Wide Moat ETF made up 0.89% of Level Four Advisory Services's portfolio in Q1 2026, its #17 holding.
Level Four Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2017 and has held it in 37 quarters since.
Level Four Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $33.6M in Q2 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.