Chokshi & Queen Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Chokshi & Queen Wealth 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	$230K	Sell	2,210 -212	-9%	-$21.4K	0.11%	56
2026 Q1	$234K	Buy	+2,422	New	+$251K	0.13%	56
2025 Q4	–	Sell	-2,455	Closed	-$243K	–	53
2025 Q3	$243K	Hold	2,455	–	–	0.13%	54
2025 Q2	$230K	Hold	2,455	–	–	0.13%	54
2025 Q1	$216K	Hold	2,455	–	–	0.13%	52
2024 Q4	$228K	Buy	+2,455	New	+$236K	0.14%	46

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

Chokshi & Queen Wealth Advisors's MOAT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.8% in Q2 2026, selling an estimated $21.4K and leaving 2,210 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #56.

Chokshi & Queen Wealth Advisors first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $243K in Q3 2025. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Chokshi & Queen Wealth Advisors held 2,210 shares of VanEck Morningstar Wide Moat ETF worth $230K as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 212 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $21.4K.
VanEck Morningstar Wide Moat ETF made up 0.11% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Chokshi & Queen Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $243K in Q3 2025.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.