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Archford Capital Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Archford Capital Strategies’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 		$992K Sell
9,540
-238
-2% -$24.1K 0.1% 175
2026
Q1 		$946K Sell
9,778
-499
-5% -$51.7K 0.11% 176
2025
Q4 		$1.06M Sell
10,277
-49
-0.5% -$5K 0.12% 155
2025
Q3 		$1.02M Sell
10,326
-24,361
-70% -$2.38M 0.12% 161
2025
Q2 		$3.25M Sell
34,687
-5,997
-15% -$526K 0.42% 58
2025
Q1 		$3.58M Sell
40,684
-81,099
-67% -$7.46M 0.52% 51
2024
Q4 		$11.3M Sell
121,783
-11,513
-9% -$1.11M 1.71% 9
2024
Q3 		$13M Buy
133,296
+3,605
+3% +$330K 1.95% 8
2024
Q2 		$11.2M Buy
129,691
+5,911
+5% +$514K 1.82% 8
2024
Q1 		$11.1M Sell
123,780
-7,496
-6% -$643K 1.87% 7
2023
Q4 		$11.1M Buy
131,276
+25,373
+24% +$1.97M 2.04% 8
2023
Q3 		$8.03M Sell
105,903
-1,247
-1% -$99.3K 1.61% 8
2023
Q2 		$8.84M Buy
107,150
+1,395
+1% +$105K 1.68% 9
2023
Q1 		$7.66M Buy
105,755
+6,397
+6% +$454K 1.6% 10
2022
Q4 		$6.45M Buy
99,358
+2,107
+2% +$137K 1.48% 11
2022
Q3 		$5.83M Sell
97,251
-944
-1% -$63.5K 1.51% 10
2022
Q2 		$6.26M Buy
98,195
+5,853
+6% +$402K 1.57% 10
2022
Q1 		$6.88M Buy
92,342
+6,008
+7% +$443K 1.53% 10
2021
Q4 		$6.57M Buy
86,334
+2,986
+4% +$226K 1.5% 12
2021
Q3 		$6.11M Buy
83,348
+6,011
+8% +$452K 1.44% 14
2021
Q2 		$5.73M Buy
77,337
+5,583
+8% +$406K 1.44% 14
2021
Q1 		$5.16M Buy
71,754
+6,410
+10% +$422K 1.37% 17
2020
Q4 		$4.18M Buy
65,344
+4,970
+8% +$293K 0.96% 22
2020
Q3 		$3.3M Buy
60,374
+9,498
+19% +$519K 0.88% 23
2020
Q2 		$2.66M Buy
50,876
+19,139
+60% +$953K 0.79% 27
2020
Q1 		$1.39M Buy
+31,737
New +$1.63M 0.54% 53

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Archford Capital Strategies's MOAT Position: Q2 2026 in Review

Archford Capital Strategies reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.4% in Q2 2026, selling an estimated $24.1K and leaving 9,540 shares worth $992K. The position accounts for 0.1% of the portfolio, ranked #175.

Archford Capital Strategies first reported a position in MOAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $13M in Q3 2024. 129 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Archford Capital Strategies held 9,540 shares of VanEck Morningstar Wide Moat ETF worth $992K as of Q2 2026.
  • Archford Capital Strategies sold 238 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $24.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.1% of Archford Capital Strategies's portfolio in Q2 2026, its #175 holding.
  • Archford Capital Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
  • Archford Capital Strategies's VanEck Morningstar Wide Moat ETF position peaked at $13M in Q3 2024.
  • 129 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.