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

Elmwood 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	$398K	Hold	3,833	–	–	0.1%	144
2026 Q1	$371K	Buy	3,833 +1,070	+39%	+$111K	0.1%	137
2025 Q4	$286K	Buy	+2,763	New	+$282K	0.09%	146

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

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

Elmwood Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,833 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #144.

Elmwood Wealth Management first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Elmwood Wealth Management held 3,833 shares of VanEck Morningstar Wide Moat ETF worth $398K as of Q2 2026.
Elmwood Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #144 holding.
Elmwood Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.