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

National Wealth Management 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	–	Sell	-2,157	Closed	-$223K	–	243
2025 Q4	$223K	Buy	+2,157	New	+$220K	0.08%	223
2024 Q4	–	Sell	-3,590	Closed	-$348K	–	164
2024 Q3	$348K	Buy	+3,590	New	+$328K	0.24%	103
2022 Q1	–	Sell	-3,597	Closed	-$274K	–	123
2021 Q4	$274K	Buy	+3,597	New	+$273K	0.26%	98

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

National Wealth Management Group's MOAT Position: Q1 2026 in Review

National Wealth Management Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 2,157 shares — an estimated $223K sold.

National Wealth Management Group first reported a position in MOAT in Q4 2021 and held it in 3 quarters. The position peaked at $348K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

National Wealth Management Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 2,157 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $223K.
National Wealth Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 3 quarters.
National Wealth Management Group's VanEck Morningstar Wide Moat ETF position peaked at $348K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.