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

Boomfish Wealth Group’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	$7.48M	Sell	71,995 -1,386	-2%	-$140K	3.41%	4
2026 Q1	$7.1M	Buy	73,381 +1,190	+2%	+$123K	3.79%	3
2025 Q4	$7.48M	Sell	72,191 -5,231	-7%	-$534K	4%	3
2025 Q3	$7.67M	Sell	77,422 -3,286	-4%	-$321K	4.14%	2
2025 Q2	$7.57M	Sell	80,708 -3,269	-4%	-$287K	4.37%	2
2025 Q1	$7.39M	Sell	83,977 -4,132	-5%	-$380K	4.8%	2
2024 Q4	$8.17M	Buy	88,109 +685	+0.8%	+$66K	4.96%	2
2024 Q3	$8.48M	Buy	87,424 +2,518	+3%	+$230K	5.2%	1
2024 Q2	$7.35M	Buy	84,906 +5,310	+7%	+$461K	4.75%	2
2024 Q1	$7.16M	Sell	79,596 -541	-0.7%	-$46.4K	4.81%	1
2023 Q4	$6.8M	Buy	+80,137	New	+$6.22M	4.91%	1

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

Boomfish Wealth Group's MOAT Position: Q2 2026 in Review

Boomfish Wealth Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.9% in Q2 2026, selling an estimated $140K and leaving 71,995 shares worth $7.48M. The position accounts for 3.41% of the portfolio, ranked #4.

Boomfish Wealth Group first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.48M in Q3 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Boomfish Wealth Group held 71,995 shares of VanEck Morningstar Wide Moat ETF worth $7.48M as of Q2 2026.
Boomfish Wealth Group sold 1,386 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $140K.
VanEck Morningstar Wide Moat ETF made up 3.41% of Boomfish Wealth Group's portfolio in Q2 2026, its #4 holding.
Boomfish Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Boomfish Wealth Group's VanEck Morningstar Wide Moat ETF position peaked at $8.48M in Q3 2024.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.