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

MONECO 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	$3.89M	Buy	40,263 +15,593	+63%	+$1.62M	0.3%	72
2025 Q4	$2.55M	Buy	24,670 +11,870	+93%	+$1.21M	0.2%	108
2025 Q3	$1.27M	Buy	12,800 +9,547	+293%	+$931K	0.11%	175
2025 Q2	$305K	Buy	3,253 +635	+24%	+$55.7K	0.03%	376
2025 Q1	$230K	Buy	2,618 +383	+17%	+$35.2K	0.02%	417
2024 Q4	$207K	Buy	2,235 +17	+0.8%	+$1.64K	0.02%	446
2024 Q3	$215K	Sell	2,218 -132	-6%	-$12.1K	0.03%	409
2024 Q2	$204K	Sell	2,350 -305	-11%	-$26.5K	0.03%	405
2024 Q1	$239K	Sell	2,655 -847	-24%	-$72.7K	0.04%	361
2023 Q4	$297K	Buy	3,502 +146	+4%	+$11.3K	0.06%	291
2023 Q3	$254K	Buy	+3,356	New	+$267K	0.07%	279

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

MONECO Advisors's MOAT Position: Q1 2026 in Review

MONECO Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 63% in Q1 2026, buying an estimated $1.62M and bringing the position to 40,263 shares worth $3.89M. The position accounts for 0.3% of the portfolio, ranked #72.

MONECO Advisors first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

MONECO Advisors held 40,263 shares of VanEck Morningstar Wide Moat ETF worth $3.89M as of Q1 2026.
MONECO Advisors bought 15,593 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.62M.
VanEck Morningstar Wide Moat ETF made up 0.3% of MONECO Advisors's portfolio in Q1 2026, its #72 holding.
MONECO Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.