Darwin Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Darwin Wealth Management’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	$3.48M	Buy	33,466 +1,888	+6%	+$191K	0.95%	31
2026 Q1	$3.05M	Sell	31,578 -10,597	-25%	-$1.1M	0.95%	32
2025 Q4	$4.37M	Buy	42,175 +3,676	+10%	+$375K	1.36%	20
2025 Q3	$3.82M	Buy	38,499 +3,056	+9%	+$298K	1.21%	23
2025 Q2	$3.32M	Buy	35,443 +537	+2%	+$47.1K	1.15%	24
2025 Q1	$3.24M	Hold	34,906	–	–	1.09%	29
2024 Q4	$3.24M	Sell	34,906 -3,854	-10%	-$371K	1.09%	29
2024 Q3	$3.76M	Buy	38,760 +26,343	+212%	+$2.41M	1.03%	29
2024 Q2	$1.08M	Buy	12,417 +2,160	+21%	+$188K	0.53%	43
2024 Q1	$922K	Sell	10,257 -331	-3%	-$28.4K	0.26%	76
2023 Q4	$899K	Buy	+10,588	New	+$822K	0.24%	80
2020 Q2	–	Sell	-280	Closed	-$12K	–	515
2020 Q1	$12K	Buy	+280	New	+$14.4K	﹤0.01%	442

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

Darwin Wealth Management's MOAT Position: Q2 2026 in Review

Darwin Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6% in Q2 2026, buying an estimated $191K and bringing the position to 33,466 shares worth $3.48M. The position accounts for 0.95% of the portfolio, ranked #31.

Darwin Wealth Management first reported a position in MOAT in Q1 2020 and has held it in 12 quarters since. The position peaked at $4.37M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Darwin Wealth Management held 33,466 shares of VanEck Morningstar Wide Moat ETF worth $3.48M as of Q2 2026.
Darwin Wealth Management bought 1,888 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $191K.
VanEck Morningstar Wide Moat ETF made up 0.95% of Darwin Wealth Management's portfolio in Q2 2026, its #31 holding.
Darwin Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 12 quarters since.
Darwin Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $4.37M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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