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

Balance Wealth’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	$1.27M	Sell	12,179 -797	-6%	-$80.6K	0.34%	56
2026 Q1	$1.25M	Buy	12,976 +1,146	+10%	+$119K	0.39%	54
2025 Q4	$1.23M	Buy	11,830 +5,995	+103%	+$612K	0.39%	56
2025 Q3	$578K	Sell	5,835 -87	-1%	-$8.49K	0.14%	81
2025 Q2	$555K	Buy	5,922 +26	+0.4%	+$2.28K	0.33%	63
2025 Q1	$519K	Buy	+5,896	New	+$543K	0.34%	63

Other funds holding MOAT

MFIM

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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Balance Wealth's MOAT Position: Q2 2026 in Review

Balance Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.1% in Q2 2026, selling an estimated $80.6K and leaving 12,179 shares worth $1.27M. The position accounts for 0.34% of the portfolio, ranked #56.

Balance Wealth first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Balance Wealth held 12,179 shares of VanEck Morningstar Wide Moat ETF worth $1.27M as of Q2 2026.
Balance Wealth sold 797 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $80.6K.
VanEck Morningstar Wide Moat ETF made up 0.34% of Balance Wealth's portfolio in Q2 2026, its #56 holding.
Balance Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.