Arax Advisory Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arax Advisory Partners’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	$3.49M	Buy	33,588 +12,639	+60%	+$1.28M	0.02%	607
2026 Q1	$2.03M	Buy	20,949 +18,181	+657%	+$1.88M	0.06%	277
2025 Q4	$287K	Buy	+2,768	New	+$283K	0.01%	855
2025 Q3	–	Sell	-2,344	Closed	-$220K	–	4051
2025 Q2	$220K	Buy	2,344 +1,710	+270%	+$150K	0.01%	617
2025 Q1	$55.8K	Buy	634 +432	+214%	+$39.8K	﹤0.01%	912
2024 Q4	$18.8K	Buy	202 +2	+1%	+$193	﹤0.01%	1238
2024 Q3	$19.4K	Hold	200	–	–	﹤0.01%	1099
2024 Q2	$17.3K	Hold	200	–	–	﹤0.01%	1026
2024 Q1	$18K	Hold	200	–	–	﹤0.01%	688
2023 Q4	$16.9K	Buy	200 +2	+1%	+$155	﹤0.01%	682
2023 Q3	$15K	Buy	+198	New	+$15.8K	﹤0.01%	640

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

Arax Advisory Partners's MOAT Position: Q2 2026 in Review

Arax Advisory Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 60% in Q2 2026, buying an estimated $1.28M and bringing the position to 33,588 shares worth $3.49M. The position accounts for 0.02% of the portfolio, ranked #607.

Arax Advisory Partners first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Arax Advisory Partners held 33,588 shares of VanEck Morningstar Wide Moat ETF worth $3.49M as of Q2 2026.
Arax Advisory Partners bought 12,639 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.28M.
VanEck Morningstar Wide Moat ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #607 holding.
Arax Advisory Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.