Valued Retirements’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valued Retirements’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	$728K	Hold	7,527	–	–	0.71%	36
2025 Q4	$779K	Sell	7,527 -134	-2%	-$13.7K	0.76%	34
2025 Q3	$719K	Hold	7,661	–	–	0.81%	31
2025 Q2	$719K	Hold	7,661	–	–	0.81%	31
2025 Q1	$674K	Hold	7,661	–	–	0.89%	29
2024 Q4	$710K	Hold	7,661	–	–	0.96%	31
2024 Q3	$743K	Hold	7,661	–	–	1.02%	24
2024 Q2	$664K	Hold	7,661	–	–	1.01%	24
2024 Q1	$689K	Hold	7,661	–	–	1.1%	22
2023 Q4	$650K	Buy	+7,661	New	+$595K	1.13%	21

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

Valued Retirements's MOAT Position: Q1 2026 in Review

Valued Retirements held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 7,527 shares worth $728K. The position accounts for 0.71% of the portfolio, ranked #36.

Valued Retirements first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $779K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Valued Retirements held 7,527 shares of VanEck Morningstar Wide Moat ETF worth $728K as of Q1 2026.
Valued Retirements left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.71% of Valued Retirements's portfolio in Q1 2026, its #36 holding.
Valued Retirements first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's VanEck Morningstar Wide Moat ETF position peaked at $779K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.