M3 Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

M3 Advisory Group’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	$1.51M	Buy	15,657 +618	+4%	+$64.1K	0.93%	26
2025 Q4	$1.56M	Buy	15,039 +527	+4%	+$53.8K	0.95%	25
2025 Q3	$1.44M	Buy	14,512 +815	+6%	+$79.5K	0.9%	25
2025 Q2	$1.28M	Buy	13,697 +380	+3%	+$33.3K	0.89%	24
2025 Q1	$1.17M	Buy	13,317 +210	+2%	+$19.3K	0.93%	24
2024 Q4	$1.22M	Buy	13,107 +516	+4%	+$49.7K	0.87%	25
2024 Q3	$1.22M	Buy	12,591 +1,068	+9%	+$97.7K	0.9%	24
2024 Q2	$998K	Buy	11,523 +913	+9%	+$79.3K	0.82%	26
2024 Q1	$954K	Buy	10,610 +1,057	+11%	+$90.7K	0.86%	27
2023 Q4	$811K	Buy	+9,553	New	+$742K	0.95%	28

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

M3 Advisory Group's MOAT Position: Q1 2026 in Review

M3 Advisory Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.1% in Q1 2026, buying an estimated $64.1K and bringing the position to 15,657 shares worth $1.51M. The position accounts for 0.93% of the portfolio, ranked #26.

M3 Advisory Group first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

M3 Advisory Group held 15,657 shares of VanEck Morningstar Wide Moat ETF worth $1.51M as of Q1 2026.
M3 Advisory Group bought 618 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $64.1K.
VanEck Morningstar Wide Moat ETF made up 0.93% of M3 Advisory Group's portfolio in Q1 2026, its #26 holding.
M3 Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $1.56M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.