Beacon Investment Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Beacon Investment Advisory Services’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	$4.68K	Sell	45 -40	-47%	-$4.04K	﹤0.01%	688
2026 Q1	$8.22K	Buy	+85	New	+$8.81K	﹤0.01%	659

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

Beacon Investment Advisory Services's MOAT Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 47% in Q2 2026, selling an estimated $4.04K and leaving 45 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Beacon Investment Advisory Services first reported a position in MOAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.22K in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Beacon Investment Advisory Services held 45 shares of VanEck Morningstar Wide Moat ETF worth $4.68K as of Q2 2026.
Beacon Investment Advisory Services sold 40 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $4.04K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #688 holding.
Beacon Investment Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and has held it in 2 quarters since.
Beacon Investment Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $8.22K in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.