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

DHK Financial 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
2025 Q2	$2.5M	Hold	26,666	–	–	1.44%	13
2025 Q1	$2.35M	Sell	26,666 -34,350	-56%	-$3.16M	1.29%	17
2024 Q4	$5.66M	Buy	61,016 +816	+1%	+$78.6K	3.43%	6
2024 Q3	$5.84M	Hold	60,200	–	–	3.58%	5
2024 Q2	$5.21M	Sell	60,200 -24,201	-29%	-$2.1M	3.64%	5
2024 Q1	$7.59M	Sell	84,401 -8,920	-10%	-$765K	5.37%	4
2023 Q4	$7.92M	Buy	93,321 +207	+0.2%	+$16.1K	5.94%	4
2023 Q3	$7.06M	Hold	93,114	–	–	6.29%	4
2023 Q2	$7.43M	Buy	93,114 +69,120	+288%	+$5.2M	6.32%	4
2023 Q1	$1.77M	Hold	23,994	–	–	2.2%	12
2022 Q4	$1.56M	Buy	23,994 +297	+1%	+$19.3K	2.16%	12
2022 Q3	$1.42M	Buy	23,697 +1	+0%	+$67	2.33%	14
2022 Q2	$1.51M	Hold	23,696	–	–	1.44%	19
2022 Q1	$1.77M	Buy	23,696 +6,110	+35%	+$450K	1.49%	19
2021 Q4	$1.34M	Buy	+17,586	New	+$1.33M	1.26%	20

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHK Financial Advisors's MOAT Position: Q2 2025 in Review

DHK Financial Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2025 at 26,666 shares worth $2.5M. The position accounts for 1.44% of the portfolio, ranked #13.

DHK Financial Advisors first reported a position in MOAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.92M in Q4 2023. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

DHK Financial Advisors held 26,666 shares of VanEck Morningstar Wide Moat ETF worth $2.5M as of Q2 2025.
DHK Financial Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2025.
VanEck Morningstar Wide Moat ETF made up 1.44% of DHK Financial Advisors's portfolio in Q2 2025, its #13 holding.
DHK Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 15 quarters since.
DHK Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $7.92M in Q4 2023.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.