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

Creative Financial Designs’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	$446K	Buy	+4,293	New	+$434K	0.02%	428
2018 Q2	–	Sell	-338	Closed	-$14K	–	775
2018 Q1	$14K	Buy	+338	New	+$14.7K	0.01%	378

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

Creative Financial Designs's MOAT Position: Q2 2026 in Review

Creative Financial Designs opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 4,293 shares worth $446K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in MOAT as recently as Q1 2018.

Creative Financial Designs first reported a position in MOAT in Q1 2018 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Creative Financial Designs held 4,293 shares of VanEck Morningstar Wide Moat ETF worth $446K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Creative Financial Designs position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #428 holding.
Creative Financial Designs first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 2 quarters since.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.