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

BIP Wealth’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	$718K	Hold	6,903	–	–	0.02%	313
2026 Q1	$667K	Buy	6,903 +4,694	+212%	+$487K	0.03%	250
2025 Q4	$229K	Hold	2,209	–	–	0.01%	412
2025 Q3	$219K	Hold	2,209	–	–	0.01%	287
2025 Q2	$207K	Buy	+2,209	New	+$194K	0.01%	263
2025 Q1	–	Sell	-2,209	Closed	-$205K	–	287
2024 Q4	$205K	Hold	2,209	–	–	0.01%	259
2024 Q3	$214K	Buy	+2,209	New	+$202K	0.01%	225

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

BIP Wealth's MOAT Position: Q2 2026 in Review

BIP Wealth held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 6,903 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #313.

BIP Wealth first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

BIP Wealth held 6,903 shares of VanEck Morningstar Wide Moat ETF worth $718K as of Q2 2026.
BIP Wealth left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #313 holding.
BIP Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.