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

Boulay 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	$238M	Buy	2,287,619 +67,407	+3%	+$6.81M	22.02%	2
2026 Q1	$215M	Buy	2,220,212 +87,513	+4%	+$9.07M	24.64%	2
2025 Q4	$221M	Buy	2,132,699 +13,325	+0.6%	+$1.36M	25.97%	2
2025 Q3	$210M	Buy	2,119,374 +41,023	+2%	+$4M	29.48%	2
2025 Q2	$195M	Buy	2,078,351 +268,842	+15%	+$23.6M	29.4%	2
2025 Q1	$159M	Buy	+1,809,509	New	+$167M	53.2%	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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

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

Boulay Financial Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3% in Q2 2026, buying an estimated $6.81M and bringing the position to 2,287,619 shares worth $238M. The position accounts for 22.02% of the portfolio, ranked #2.

Boulay Financial Advisors first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Boulay Financial Advisors held 2,287,619 shares of VanEck Morningstar Wide Moat ETF worth $238M as of Q2 2026.
Boulay Financial Advisors bought 67,407 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $6.81M.
VanEck Morningstar Wide Moat ETF made up 22.02% of Boulay Financial Advisors's portfolio in Q2 2026, its #2 holding.
Boulay Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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