Smart Money Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Smart Money 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	$849K	Sell	8,778 -213	-2%	-$22.1K	0.25%	61
2025 Q4	$931K	Sell	8,991 -586	-6%	-$59.8K	0.27%	56
2025 Q3	$949K	Sell	9,577 -498	-5%	-$48.6K	0.28%	52
2025 Q2	$945K	Sell	10,075 -5,338	-35%	-$468K	0.3%	46
2025 Q1	$1.36M	Sell	15,413 -305,384	-95%	-$28.1M	0.46%	20
2024 Q4	$29.7M	Buy	320,797 +6,712	+2%	+$647K	10.27%	2
2024 Q3	$29.6M	Sell	314,085 -13,192	-4%	-$1.21M	10.56%	2
2024 Q2	$29.9M	Sell	327,277 -3,122	-0.9%	-$271K	10.68%	1
2024 Q1	$28.2M	Sell	330,399 -14,161	-4%	-$1.21M	10.97%	1
2023 Q4	$29.2M	Sell	344,560 -10,827	-3%	-$841K	12.74%	1
2023 Q3	$27M	Buy	355,387 +23,153	+7%	+$1.84M	12.8%	1
2023 Q2	$26.5M	Buy	332,234 +163,928	+97%	+$12.3M	12.64%	1
2023 Q1	$12.6M	Buy	+168,306	New	+$11.9M	6.3%	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

Smart Money Group's MOAT Position: Q1 2026 in Review

Smart Money Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.4% in Q1 2026, selling an estimated $22.1K and leaving 8,778 shares worth $849K. The position accounts for 0.25% of the portfolio, ranked #61.

Smart Money Group first reported a position in MOAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.9M in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Smart Money Group held 8,778 shares of VanEck Morningstar Wide Moat ETF worth $849K as of Q1 2026.
Smart Money Group sold 213 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $22.1K.
VanEck Morningstar Wide Moat ETF made up 0.25% of Smart Money Group's portfolio in Q1 2026, its #61 holding.
Smart Money Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 13 quarters since.
Smart Money Group's VanEck Morningstar Wide Moat ETF position peaked at $29.9M in Q2 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.