Caliber Wealth Management (Kansas)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Caliber Wealth Management (Kansas)’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	$624K	Sell	6,000 -1,584	-21%	-$160K	0.06%	171
2026 Q1	$733K	Sell	7,584 -1,072	-12%	-$111K	0.08%	146
2025 Q4	$896K	Sell	8,656 -1,994	-19%	-$204K	0.1%	138
2025 Q3	$1.06M	Sell	10,650 -5,966	-36%	-$582K	0.12%	130
2025 Q2	$1.56M	Sell	16,616 -2,740	-14%	-$240K	0.17%	119
2025 Q1	$1.7M	Buy	+19,356	New	+$1.78M	0.23%	101

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MOAT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 21% in Q2 2026, selling an estimated $160K and leaving 6,000 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #171.

Caliber Wealth Management (Kansas) first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q1 2025. 381 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Caliber Wealth Management (Kansas) held 6,000 shares of VanEck Morningstar Wide Moat ETF worth $624K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 1,584 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $160K.
VanEck Morningstar Wide Moat ETF made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #171 holding.
Caliber Wealth Management (Kansas) first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s VanEck Morningstar Wide Moat ETF position peaked at $1.7M in Q1 2025.
381 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.