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

Copley Financial 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	$7.83M	Buy	75,328 +1,468	+2%	+$148K	4.74%	6
2026 Q1	$7.14M	Sell	73,860 -3,720	-5%	-$386K	4.31%	7
2025 Q4	$8.03M	Buy	77,580 +3,922	+5%	+$401K	4.97%	7
2025 Q3	$7.3M	Buy	73,658 +541	+0.7%	+$52.8K	4.99%	7
2025 Q2	$6.86M	Sell	73,117 -3,390	-4%	-$297K	5.09%	7
2025 Q1	$6.73M	Buy	76,507 +797	+1%	+$73.3K	5.15%	5
2024 Q4	$7.02M	Buy	75,710 +31,800	+72%	+$3.06M	5.38%	4
2024 Q3	$4.26M	Buy	+43,910	New	+$4.02M	3.87%	5

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

Copley Financial Group's MOAT Position: Q2 2026 in Review

Copley Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2% in Q2 2026, buying an estimated $148K and bringing the position to 75,328 shares worth $7.83M. The position accounts for 4.74% of the portfolio, ranked #6.

Copley Financial Group first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.03M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Copley Financial Group held 75,328 shares of VanEck Morningstar Wide Moat ETF worth $7.83M as of Q2 2026.
Copley Financial Group bought 1,468 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $148K.
VanEck Morningstar Wide Moat ETF made up 4.74% of Copley Financial Group's portfolio in Q2 2026, its #6 holding.
Copley Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $8.03M in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.