Stiles Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Stiles Financial Services’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	$393K	Hold	4,060	–	–	0.12%	132
2025 Q4	$420K	Hold	4,060	–	–	0.13%	127
2025 Q3	$402K	Hold	4,060	–	–	0.13%	128
2025 Q2	$381K	Hold	4,060	–	–	0.13%	129
2025 Q1	$357K	Hold	4,060	–	–	0.14%	125
2024 Q4	$376K	Hold	4,060	–	–	0.14%	132
2024 Q3	$394K	Hold	4,060	–	–	0.14%	132
2024 Q2	$352K	Sell	4,060 -434	-10%	-$37.7K	0.14%	129
2024 Q1	$404K	Hold	4,494	–	–	0.16%	119
2023 Q4	$381K	Sell	4,494 -482	-10%	-$37.4K	0.17%	116
2023 Q3	$377K	Hold	4,976	–	–	0.2%	114
2023 Q2	$397K	Hold	4,976	–	–	0.2%	122
2023 Q1	$367K	Sell	4,976 -2,622	-35%	-$186K	0.2%	121
2022 Q4	$415K	Buy	+7,598	New	+$493K	0.24%	106

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

Stiles Financial Services's MOAT Position: Q1 2026 in Review

Stiles Financial Services held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 4,060 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #132.

Stiles Financial Services first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $420K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Stiles Financial Services held 4,060 shares of VanEck Morningstar Wide Moat ETF worth $393K as of Q1 2026.
Stiles Financial Services left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.12% of Stiles Financial Services's portfolio in Q1 2026, its #132 holding.
Stiles Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
Stiles Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $420K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.