BFSG LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BFSG LLC’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	$1.66K	Hold	16	–	–	﹤0.01%	708
2026 Q1	$1.55K	Sell	16 -8	-33%	-$829	﹤0.01%	686
2025 Q4	$2.49K	Sell	24 -56	-70%	-$5.72K	﹤0.01%	637
2025 Q3	$7.93K	Sell	80 -10	-11%	-$975	﹤0.01%	558
2025 Q2	$8.44K	Sell	90 -135	-60%	-$11.8K	﹤0.01%	529
2025 Q1	$19.8K	Sell	225 -135	-38%	-$12.4K	﹤0.01%	450
2024 Q4	$33.4K	Buy	+360	New	+$34.7K	﹤0.01%	411

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

BFSG LLC's MOAT Position: Q2 2026 in Review

BFSG LLC held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 16 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

BFSG LLC first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.4K in Q4 2024. 729 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

BFSG LLC held 16 shares of VanEck Morningstar Wide Moat ETF worth $1.66K as of Q2 2026.
BFSG LLC left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #708 holding.
BFSG LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
BFSG LLC's VanEck Morningstar Wide Moat ETF position peaked at $33.4K in Q4 2024.
729 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.