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

Collier Financial’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	$11K	Sell	106 -401	-79%	-$40.5K	0.01%	118
2026 Q1	$49K	Buy	507 +1	+0.2%	+$104	0.04%	70
2025 Q4	$52.5K	Buy	506 +6	+1%	+$613	0.04%	71
2025 Q3	$49.6K	Buy	+500	New	+$48.8K	0.04%	78

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

Collier Financial's MOAT Position: Q2 2026 in Review

Collier Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 79% in Q2 2026, selling an estimated $40.5K and leaving 106 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #118.

Collier Financial first reported a position in MOAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $52.5K in Q4 2025. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Collier Financial held 106 shares of VanEck Morningstar Wide Moat ETF worth $11K as of Q2 2026.
Collier Financial sold 401 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $40.5K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Collier Financial's portfolio in Q2 2026, its #118 holding.
Collier Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2025 and has held it in 4 quarters since.
Collier Financial's VanEck Morningstar Wide Moat ETF position peaked at $52.5K in Q4 2025.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.