RDA Financial Network’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

RDA Financial Network’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 Q3	$3.91M	Buy	36,988 +1,575	+4%	+$172K	0.85%	27
2026 Q2	$3.68M	Buy	35,413 +150	+0.4%	+$15.2K	0.8%	32
2026 Q1	$3.41M	Sell	35,263 -21	-0.1%	-$2.18K	0.85%	23
2025 Q4	$3.65M	Buy	35,284 +525	+2%	+$53.6K	0.88%	24
2025 Q3	$3.44M	Sell	34,759 -121	-0.3%	-$11.8K	0.85%	25
2025 Q2	$3.27M	Sell	34,880 -340	-1%	-$29.8K	0.88%	22
2025 Q1	$3.1M	Buy	35,220 +1,521	+5%	+$140K	0.92%	24
2024 Q4	$3.12M	Sell	33,699 -26,329	-44%	-$2.54M	0.91%	23
2024 Q3	$5.82M	Buy	60,028 +1,083	+2%	+$99K	1.81%	11
2024 Q2	$5.11M	Buy	58,945 +5,125	+10%	+$445K	1.67%	11
2024 Q1	$4.84M	Buy	53,820 +5,615	+12%	+$482K	1.66%	11
2023 Q4	$4.09M	Buy	48,205 +25,120	+109%	+$1.95M	1.55%	12
2023 Q3	$1.75M	Buy	23,085 +730	+3%	+$58.1K	0.76%	37
2023 Q2	$1.78M	Buy	22,355 +925	+4%	+$69.6K	0.75%	39
2023 Q1	$1.58M	Buy	21,430 +710	+3%	+$50.4K	0.72%	41
2022 Q4	$1.34M	Hold	20,720	–	–	0.68%	50
2022 Q3	$1.24M	Buy	20,720 +118	+0.6%	+$7.93K	0.68%	49
2022 Q2	$1.31M	Sell	20,602 -260	-1%	-$17.8K	0.66%	50
2022 Q1	$1.56M	Buy	20,862 +2,775	+15%	+$204K	0.66%	49
2021 Q4	$1.38M	Buy	18,087 +596	+3%	+$45.2K	0.56%	54
2021 Q3	$1.28M	Buy	17,491 +835	+5%	+$62.9K	0.56%	54
2021 Q2	$1.23M	Buy	16,656 +525	+3%	+$38.2K	0.54%	56
2021 Q1	$1.12M	Buy	16,131 +460	+3%	+$30.3K	0.48%	61
2020 Q4	$972K	Buy	15,671 +252	+2%	+$14.8K	0.44%	64
2020 Q3	$842K	Buy	15,419 +3,255	+27%	+$178K	0.38%	70
2020 Q2	$635K	Buy	12,164 +400	+3%	+$19.9K	0.32%	84
2020 Q1	$515K	Sell	11,764 -520	-4%	-$26.7K	0.31%	85
2019 Q4	$673K	Buy	12,284 +1,081	+10%	+$57.2K	0.27%	94
2019 Q3	$604K	Buy	11,203 +478	+4%	+$23.4K	0.26%	99
2019 Q2	$519K	Buy	10,725 +1,225	+13%	+$58K	0.23%	110
2019 Q1	$457K	Buy	+9,500	New	+$429K	0.22%	111

Other funds holding MOAT

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

RDA Financial Network's MOAT Position: Q3 2026 in Review

RDA Financial Network increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.4% in Q3 2026, buying an estimated $172K and bringing the position to 36,988 shares worth $3.91M. The position accounts for 0.85% of the portfolio, ranked #27.

RDA Financial Network first reported a position in MOAT in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.82M in Q3 2024. 96 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

RDA Financial Network held 36,988 shares of VanEck Morningstar Wide Moat ETF worth $3.91M as of Q3 2026.
RDA Financial Network bought 1,575 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $172K.
VanEck Morningstar Wide Moat ETF made up 0.85% of RDA Financial Network's portfolio in Q3 2026, its #27 holding.
RDA Financial Network first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 31 quarters since.
RDA Financial Network's VanEck Morningstar Wide Moat ETF position peaked at $5.82M in Q3 2024.
96 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.