Retireful LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Retireful LLC’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	-3,377	Closed	-$350K	–	110
2025 Q4	$350K	Sell	3,377 -10,548	-76%	-$1.08M	0.44%	74
2025 Q3	$1.38M	Buy	13,925 +8,999	+183%	+$878K	1.33%	21
2025 Q2	$462K	Sell	4,926 -9,841	-67%	-$863K	0.32%	94
2025 Q1	$1.73M	Buy	+14,767	New	+$1.36M	1.63%	14
2024 Q2	–	Sell	-78,210	Closed	-$7.03M	–	128
2024 Q1	$7.03M	Sell	78,210 -1,056	-1%	-$90.6K	2.92%	3
2023 Q4	$6.73M	Sell	79,266 -2,916	-4%	-$226K	2.93%	4
2023 Q3	$6.23M	Buy	+82,182	New	+$6.54M	2.97%	7
2022 Q3	–	Sell	-3,991	Closed	-$254K	–	10
2022 Q2	$254K	Buy	+3,991	New	+$274K	0.55%	7

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

Retireful LLC's MOAT Position: Q1 2026 in Review

Retireful LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 3,377 shares — an estimated $350K sold.

Retireful LLC first reported a position in MOAT in Q2 2022 and held it in 8 quarters. The position peaked at $7.03M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Retireful LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Retireful LLC sold 3,377 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $350K.
Retireful LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 8 quarters.
Retireful LLC's VanEck Morningstar Wide Moat ETF position peaked at $7.03M in Q1 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.