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

Mosaic 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	$320K	Hold	3,307	–	–	0.23%	94
2025 Q4	$342K	Buy	3,307 +993	+43%	+$101K	0.23%	88
2025 Q3	$229K	Hold	2,314	–	–	0.16%	110
2025 Q2	$217K	Hold	2,314	–	–	0.17%	106
2025 Q1	$204K	Hold	2,314	–	–	0.17%	114
2024 Q4	$215K	Buy	2,314 +31	+1%	+$2.99K	0.15%	113
2024 Q3	$221K	Hold	2,283	–	–	0.16%	114
2024 Q2	$198K	Hold	2,283	–	–	0.14%	117
2024 Q1	$205K	Buy	+2,283	New	+$196K	0.16%	118

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

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

Mosaic Financial Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 3,307 shares worth $320K. The position accounts for 0.23% of the portfolio, ranked #94.

Mosaic Financial Group first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Mosaic Financial Group held 3,307 shares of VanEck Morningstar Wide Moat ETF worth $320K as of Q1 2026.
Mosaic Financial Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.23% of Mosaic Financial Group's portfolio in Q1 2026, its #94 holding.
Mosaic Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $342K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.