Modern Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Modern Wealth Management’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	$4.78M	Sell	49,541 -1,967	-4%	-$204K	0.08%	205
2025 Q4	$5.33M	Sell	51,508 -64	-0.1%	-$6.54K	0.1%	184
2025 Q3	$5.11M	Sell	51,572 -3,485	-6%	-$340K	0.1%	182
2025 Q2	$5.16M	Buy	55,057 +891	+2%	+$78.2K	0.13%	162
2025 Q1	$4.77M	Sell	54,166 -2,030	-4%	-$187K	0.15%	128
2024 Q4	$5.21M	Buy	56,196 +55	+0.1%	+$5.3K	0.19%	102
2024 Q3	$5.44M	Buy	+56,141	New	+$5.13M	0.33%	59

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

Modern Wealth Management's MOAT Position: Q1 2026 in Review

Modern Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.8% in Q1 2026, selling an estimated $204K and leaving 49,541 shares worth $4.78M. The position accounts for 0.08% of the portfolio, ranked #205.

Modern Wealth Management first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.44M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Modern Wealth Management held 49,541 shares of VanEck Morningstar Wide Moat ETF worth $4.78M as of Q1 2026.
Modern Wealth Management sold 1,967 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $204K.
VanEck Morningstar Wide Moat ETF made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #205 holding.
Modern Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $5.44M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.