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

BCS 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 		$999K Sell
9,605
-585
-6% -$59.1K 0.18% 108
2026
Q1 		$985K Sell
10,190
-16,347
-62% -$1.69M 0.2% 100
2025
Q4 		$2.75M Buy
26,537
+11,060
+71% +$1.13M 0.28% 74
2025
Q3 		$1.53M Sell
15,477
-1,061
-6% -$104K 0.35% 62
2025
Q2 		$1.55M Sell
16,538
-3,007
-15% -$264K 0.33% 67
2025
Q1 		$1.72M Sell
19,545
-1,550
-7% -$143K 0.44% 58
2024
Q4 		$1.96M Sell
21,095
-6,424
-23% -$619K 0.49% 52
2024
Q3 		$2.67M Sell
27,519
-608
-2% -$55.6K 1.13% 25
2024
Q2 		$2.44M Buy
28,127
+6
+0% +$521 1.19% 23
2024
Q1 		$2.53M Sell
28,121
-329
-1% -$28.2K 0.81% 31
2023
Q4 		$2.42M Buy
28,450
+965
+4% +$74.9K 0.89% 27
2023
Q3 		$2.08M Buy
27,485
+2,767
+11% +$220K 0.87% 30
2023
Q2 		$1.97M Buy
24,718
+1,426
+6% +$107K 1.44% 20
2023
Q1 		$1.72M Sell
23,292
-1,881
-7% -$134K 0.78% 34
2022
Q4 		$1.63M Buy
25,173
+606
+2% +$39.3K 0.68% 35
2022
Q3 		$1.47M Buy
24,567
+1,742
+8% +$117K 0.69% 34
2022
Q2 		$1.46M Buy
22,825
+844
+4% +$57.9K 0.65% 37
2022
Q1 		$1.64M Buy
21,981
+154
+0.7% +$11.3K 0.68% 35
2021
Q4 		$1.66M Buy
21,827
+1,373
+7% +$104K 0.6% 39
2021
Q3 		$1.5M Buy
20,454
+916
+5% +$69K 0.64% 36
2021
Q2 		$1.45M Buy
19,538
+579
+3% +$42.2K 0.77% 29
2021
Q1 		$1.31M Buy
18,959
+4,939
+35% +$325K 0.62% 34
2020
Q4 		$869K Buy
14,020
+1,948
+16% +$115K 0.45% 51
2020
Q3 		$659K Buy
12,072
+2,428
+25% +$133K 0.37% 56
2020
Q2 		$504K Buy
9,644
+4,942
+105% +$246K 0.3% 68
2020
Q1 		$206K Buy
+4,702
New +$242K 0.14% 100

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BCS Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.7% in Q2 2026, selling an estimated $59.1K and leaving 9,605 shares worth $999K. The position accounts for 0.18% of the portfolio, ranked #108.

BCS Wealth Management first reported a position in MOAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.75M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • BCS Wealth Management held 9,605 shares of VanEck Morningstar Wide Moat ETF worth $999K as of Q2 2026.
  • BCS Wealth Management sold 585 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $59.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.18% of BCS Wealth Management's portfolio in Q2 2026, its #108 holding.
  • BCS Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
  • BCS Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.75M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.