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

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

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. 734 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.
734 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.