Able Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Able Wealth Management’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 Q2	$514K	Sell	4,947 -7,055	-59%	-$713K	0.12%	80
2026 Q1	$1.16M	Sell	12,002 -9,587	-44%	-$994K	0.31%	55
2025 Q4	$2.24M	Buy	21,589 +795	+4%	+$81.2K	0.71%	33
2025 Q3	$2.06M	Buy	20,794 +6,232	+43%	+$608K	0.77%	35
2025 Q2	$1.37M	Sell	14,562 -15,809	-52%	-$1.39M	0.69%	36
2025 Q1	$2.67M	Buy	30,371 +8,249	+37%	+$759K	1.58%	17
2024 Q4	$2.05M	Buy	22,122 +7,931	+56%	+$764K	1.35%	18
2024 Q3	$1.38M	Buy	+14,191	New	+$1.3M	1.04%	20

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Able Wealth Management's MOAT Position: Q2 2026 in Review

Able Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 59% in Q2 2026, selling an estimated $713K and leaving 4,947 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #80.

Able Wealth Management first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q1 2025. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Able Wealth Management held 4,947 shares of VanEck Morningstar Wide Moat ETF worth $514K as of Q2 2026.
Able Wealth Management sold 7,055 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $713K.
VanEck Morningstar Wide Moat ETF made up 0.12% of Able Wealth Management's portfolio in Q2 2026, its #80 holding.
Able Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
Able Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.67M in Q1 2025.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.