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

Financial Engines 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	$408K	Buy	3,923 +120	+3%	+$12.1K	﹤0.01%	448
2026 Q1	$368K	Hold	3,803	–	–	﹤0.01%	436
2025 Q4	$394K	Buy	3,803 +618	+19%	+$63.1K	﹤0.01%	429
2025 Q3	$316K	Hold	3,185	–	–	﹤0.01%	459
2025 Q2	$299K	Buy	3,185 +829	+35%	+$72.7K	﹤0.01%	447
2025 Q1	$207K	Hold	2,356	–	–	﹤0.01%	413
2024 Q4	$218K	Buy	+2,356	New	+$227K	﹤0.01%	423
2018 Q4	–	Sell	-153	Closed	-$7K	–	154
2018 Q3	$7K	Buy	+153	New	+$6.98K	﹤0.01%	106

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

Financial Engines Advisors's MOAT Position: Q2 2026 in Review

Financial Engines Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,923 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Financial Engines Advisors first reported a position in MOAT in Q3 2018 and has held it in 8 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Financial Engines Advisors held 3,923 shares of VanEck Morningstar Wide Moat ETF worth $408K as of Q2 2026.
Financial Engines Advisors bought 120 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $12.1K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #448 holding.
Financial Engines Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2018 and has held it in 8 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.