Midwest Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Midwest Financial 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	$5.58M	Buy	57,686 +772	+1%	+$80K	2.38%	11
2025 Q4	$5.89M	Buy	56,914 +30	+0.1%	+$3.06K	2.6%	10
2025 Q3	$5.64M	Sell	56,884 -247	-0.4%	-$24.1K	2.69%	9
2025 Q2	$5.36M	Buy	57,131 +257	+0.5%	+$22.5K	2.82%	9
2025 Q1	$5M	Buy	56,874 +1,383	+2%	+$127K	2.91%	8
2024 Q4	$5.15M	Sell	55,491 -832	-1%	-$80.1K	2.95%	8
2024 Q3	$5.46M	Buy	56,323 +1,460	+3%	+$134K	3.21%	9
2024 Q2	$4.75M	Buy	54,863 +14,064	+34%	+$1.22M	3.02%	8
2024 Q1	$3.67M	Buy	40,799 +12,420	+44%	+$1.07M	2.46%	13
2023 Q4	$2.41M	Buy	+28,379	New	+$2.2M	1.8%	14

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

Midwest Financial Group's MOAT Position: Q1 2026 in Review

Midwest Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q1 2026, buying an estimated $80K and bringing the position to 57,686 shares worth $5.58M. The position accounts for 2.38% of the portfolio, ranked #11.

Midwest Financial Group first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.89M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Midwest Financial Group held 57,686 shares of VanEck Morningstar Wide Moat ETF worth $5.58M as of Q1 2026.
Midwest Financial Group bought 772 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $80K.
VanEck Morningstar Wide Moat ETF made up 2.38% of Midwest Financial Group's portfolio in Q1 2026, its #11 holding.
Midwest Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Midwest Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $5.89M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

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