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

Avaii 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	$215K	Buy	+2,066	New	+$209K	0.06%	167
2026 Q1	–	Sell	-2,066	Closed	-$214K	–	168
2025 Q4	$214K	Buy	2,066 +5	+0.2%	+$511	0.08%	139
2025 Q3	$204K	Buy	+2,061	New	+$201K	0.08%	147
2025 Q1	–	Sell	-2,181	Closed	-$202K	–	135
2024 Q4	$202K	Sell	2,181 -241	-10%	-$23.2K	0.1%	125
2024 Q3	$235K	Hold	2,422	–	–	0.12%	116
2024 Q2	$210K	Sell	2,422 -37	-2%	-$3.21K	0.12%	136
2024 Q1	$221K	Hold	2,459	–	–	0.13%	130
2023 Q4	$209K	Buy	+2,459	New	+$191K	0.14%	133

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

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

Avaii Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,066 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings. This is a return to the name: Avaii Wealth Management previously reported a position in MOAT as recently as Q4 2025.

Avaii Wealth Management first reported a position in MOAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $235K in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Avaii Wealth Management held 2,066 shares of VanEck Morningstar Wide Moat ETF worth $215K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Avaii Wealth Management position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.06% of Avaii Wealth Management's portfolio in Q2 2026, its #167 holding.
Avaii Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 8 quarters since.
Avaii Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $235K in Q3 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.