Beaumont Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Beaumont Financial Advisors’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	$8.08M	Sell	77,701 -2,547	-3%	-$257K	0.51%	48
2026 Q1	$7.76M	Sell	80,248 -1,115	-1%	-$116K	0.53%	46
2025 Q4	$8.43M	Sell	81,363 -1,691	-2%	-$173K	0.56%	41
2025 Q3	$8.23M	Sell	83,054 -1,303	-2%	-$127K	0.55%	41
2025 Q2	$7.91M	Sell	84,357 -184,773	-69%	-$16.2M	0.57%	42
2025 Q1	$23.7M	Sell	269,130 -4,849	-2%	-$446K	1.86%	14
2024 Q4	$25.4M	Sell	273,979 -31,730	-10%	-$3.06M	1.91%	15
2024 Q3	$29.6M	Buy	305,709 +1,960	+0.6%	+$179K	2.32%	8
2024 Q2	$26.3M	Sell	303,749 -4,123	-1%	-$358K	2.1%	9
2024 Q1	$27.7M	Buy	307,872 +68,986	+29%	+$5.92M	2.28%	10
2023 Q4	$20.3M	Buy	238,886 +60,133	+34%	+$4.67M	1.85%	19
2023 Q3	$13.6M	Sell	178,753 -4,543	-2%	-$362K	1.35%	22
2023 Q2	$14.6M	Buy	+183,296	New	+$13.8M	1.35%	23

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

Beaumont Financial Advisors's MOAT Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.2% in Q2 2026, selling an estimated $257K and leaving 77,701 shares worth $8.08M. The position accounts for 0.51% of the portfolio, ranked #48.

Beaumont Financial Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $29.6M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Beaumont Financial Advisors held 77,701 shares of VanEck Morningstar Wide Moat ETF worth $8.08M as of Q2 2026.
Beaumont Financial Advisors sold 2,547 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $257K.
VanEck Morningstar Wide Moat ETF made up 0.51% of Beaumont Financial Advisors's portfolio in Q2 2026, its #48 holding.
Beaumont Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
Beaumont Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $29.6M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.