Atlas Brown’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Atlas Brown’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	$326K	Sell	3,131 -1,313	-30%	-$133K	0.09%	187
2026 Q1	$430K	Buy	4,444 +13	+0.3%	+$1.35K	0.13%	150
2025 Q4	$459K	Buy	4,431 +28	+0.6%	+$2.86K	0.14%	144
2025 Q3	$436K	Buy	4,403 +41	+0.9%	+$4K	0.13%	145
2025 Q2	$409K	Buy	4,362 +65	+2%	+$5.7K	0.13%	149
2025 Q1	$378K	Buy	4,297 +66	+2%	+$6.07K	0.13%	150
2024 Q4	$392K	Buy	4,231 +79	+2%	+$7.61K	0.13%	144
2024 Q3	$402K	Buy	4,152 +155	+4%	+$14.2K	0.14%	140
2024 Q2	$346K	Buy	3,997 +34	+0.9%	+$2.95K	0.12%	154
2024 Q1	$356K	Buy	3,963 +1,493	+60%	+$128K	0.13%	147
2023 Q4	$210K	Buy	+2,470	New	+$192K	0.09%	182

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

Atlas Brown's MOAT Position: Q2 2026 in Review

Atlas Brown reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 30% in Q2 2026, selling an estimated $133K and leaving 3,131 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #187.

Atlas Brown first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Atlas Brown held 3,131 shares of VanEck Morningstar Wide Moat ETF worth $326K as of Q2 2026.
Atlas Brown sold 1,313 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $133K.
VanEck Morningstar Wide Moat ETF made up 0.09% of Atlas Brown's portfolio in Q2 2026, its #187 holding.
Atlas Brown first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Atlas Brown's VanEck Morningstar Wide Moat ETF position peaked at $459K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.