Bawa N Mallick Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bawa N Mallick Trust’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	$1.25M	Buy	12,013 +1,013	+9%	+$102K	0.4%	43
2026 Q1	$1.06M	Hold	11,000	–	–	0.44%	39
2025 Q4	$1.14M	Hold	11,000	–	–	0.42%	40
2025 Q3	$1.09M	Hold	11,000	–	–	0.41%	40
2025 Q2	$1.03M	Hold	11,000	–	–	0.43%	39
2025 Q1	$968K	Hold	11,000	–	–	0.46%	36
2024 Q4	$1.02M	Buy	+11,000	New	+$1.06M	0.45%	37

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

Bawa N Mallick Trust's MOAT Position: Q2 2026 in Review

Bawa N Mallick Trust increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.2% in Q2 2026, buying an estimated $102K and bringing the position to 12,013 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #43.

Bawa N Mallick Trust first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Bawa N Mallick Trust held 12,013 shares of VanEck Morningstar Wide Moat ETF worth $1.25M as of Q2 2026.
Bawa N Mallick Trust bought 1,013 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $102K.
VanEck Morningstar Wide Moat ETF made up 0.4% of Bawa N Mallick Trust's portfolio in Q2 2026, its #43 holding.
Bawa N Mallick Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
726 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.