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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$195M Buy
2,079,163
+269,654
+15% +$25.3M 27.32% 3
2025
Q1 		$159M Buy
+1,809,509
New +$159M 53.2% 1