Merkkuri Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Merkkuri Wealth Advisors’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	$544K	Hold	5,630	–	–	0.36%	54
2025 Q4	$583K	Sell	5,630 -2,754	-33%	-$281K	0.4%	53
2025 Q3	$831K	Sell	8,384 -2,400	-22%	-$234K	0.6%	41
2025 Q2	$1.01M	Sell	10,784 -4,224	-28%	-$371K	0.77%	40
2025 Q1	$1.32M	Sell	15,008 -1,074	-7%	-$98.8K	1.13%	30
2024 Q4	$1.49M	Buy	16,082 +208	+1%	+$20K	1.18%	30
2024 Q3	$1.54M	Hold	15,874	–	–	1.21%	29
2024 Q2	$1.37M	Buy	+15,874	New	+$1.38M	1.27%	26

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

Merkkuri Wealth Advisors's MOAT Position: Q1 2026 in Review

Merkkuri Wealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 5,630 shares worth $544K. The position accounts for 0.36% of the portfolio, ranked #54.

Merkkuri Wealth Advisors first reported a position in MOAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Merkkuri Wealth Advisors held 5,630 shares of VanEck Morningstar Wide Moat ETF worth $544K as of Q1 2026.
Merkkuri Wealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.36% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Merkkuri Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.54M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.