Crux Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Crux 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	$1.12M	Sell	10,731 -596	-5%	-$60.3K	0.39%	74
2026 Q1	$1.1M	Sell	11,327 -1,039	-8%	-$108K	0.42%	71
2025 Q4	$1.28M	Sell	12,366 -7,328	-37%	-$748K	0.48%	65
2025 Q3	$1.95M	Sell	19,694 -729	-4%	-$71.1K	0.77%	38
2025 Q2	$1.92M	Sell	20,423 -4,035	-16%	-$354K	0.82%	35
2025 Q1	$2.15M	Sell	24,458 -1,666	-6%	-$153K	1.12%	26
2024 Q4	$2.42M	Buy	+26,124	New	+$2.52M	1.35%	23

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

Crux Wealth Advisors's MOAT Position: Q2 2026 in Review

Crux Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.3% in Q2 2026, selling an estimated $60.3K and leaving 10,731 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #74.

Crux Wealth Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Crux Wealth Advisors held 10,731 shares of VanEck Morningstar Wide Moat ETF worth $1.12M as of Q2 2026.
Crux Wealth Advisors sold 596 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $60.3K.
VanEck Morningstar Wide Moat ETF made up 0.39% of Crux Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Crux Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.42M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.