CFO4Life Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CFO4Life 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	$225K	Sell	2,166 -2,548	-54%	-$258K	0.03%	220
2026 Q1	$456K	Hold	4,714	–	–	0.07%	130
2025 Q4	$488K	Buy	4,714 +29	+0.6%	+$2.96K	0.07%	126
2025 Q3	$464K	Hold	4,685	–	–	0.07%	131
2025 Q2	$439K	Hold	4,685	–	–	0.07%	130
2025 Q1	$412K	Hold	4,685	–	–	0.07%	131
2024 Q4	$434K	Buy	4,685 +28	+0.6%	+$2.7K	0.08%	122
2024 Q3	$451K	Sell	4,657 -190	-4%	-$17.4K	0.08%	126
2024 Q2	$420K	Hold	4,847	–	–	0.08%	123
2024 Q1	$436K	Buy	4,847 +2,299	+90%	+$197K	0.08%	121
2023 Q4	$216K	Buy	+2,548	New	+$198K	0.04%	165
2023 Q3	–	Sell	-2,548	Closed	-$203K	–	179
2023 Q2	$203K	Buy	+2,548	New	+$192K	0.04%	154

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

CFO4Life Group's MOAT Position: Q2 2026 in Review

CFO4Life Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 54% in Q2 2026, selling an estimated $258K and leaving 2,166 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #220.

CFO4Life Group first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $488K in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

CFO4Life Group held 2,166 shares of VanEck Morningstar Wide Moat ETF worth $225K as of Q2 2026.
CFO4Life Group sold 2,548 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $258K.
VanEck Morningstar Wide Moat ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #220 holding.
CFO4Life Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
CFO4Life Group's VanEck Morningstar Wide Moat ETF position peaked at $488K in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.