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

Farrow Financial’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	$9.88M	Sell	94,997 -9,614	-9%	-$972K	5.27%	4
2026 Q1	$10.1M	Sell	104,611 -594	-0.6%	-$61.6K	5.74%	4
2025 Q4	$10.9M	Sell	105,205 -6	-0%	-$613	6.26%	3
2025 Q3	$10.4M	Sell	105,211 -107	-0.1%	-$10.4K	6.05%	3
2025 Q2	$9.88M	Sell	105,318 -211	-0.2%	-$18.5K	5.99%	3
2025 Q1	$9.29M	Buy	105,529 +938	+0.9%	+$86.3K	6.25%	3
2024 Q4	$9.67M	Sell	104,591 -1,203	-1%	-$116K	6.28%	4
2024 Q3	$10.3M	Sell	105,794 -87	-0.1%	-$7.96K	6.46%	4
2024 Q2	$9.17M	Buy	105,881 +3,139	+3%	+$273K	6.25%	4
2024 Q1	$9.24M	Buy	102,742 +1,535	+2%	+$132K	6.48%	4
2023 Q4	$8.59M	Buy	+101,207	New	+$7.86M	6.46%	4

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

Farrow Financial's MOAT Position: Q2 2026 in Review

Farrow Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.2% in Q2 2026, selling an estimated $972K and leaving 94,997 shares worth $9.88M. The position accounts for 5.27% of the portfolio, ranked #4.

Farrow Financial first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q4 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Farrow Financial held 94,997 shares of VanEck Morningstar Wide Moat ETF worth $9.88M as of Q2 2026.
Farrow Financial sold 9,614 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $972K.
VanEck Morningstar Wide Moat ETF made up 5.27% of Farrow Financial's portfolio in Q2 2026, its #4 holding.
Farrow Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Farrow Financial's VanEck Morningstar Wide Moat ETF position peaked at $10.9M in Q4 2025.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.