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

Financial Gravity Companies’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	$108K	Buy	+1,039	New	+$105K	0.02%	222
2025 Q2	$97.4K	Buy	+1,039	New	+$91.1K	0.02%	227
2018 Q1	$8K	Buy	+202	New	+$8.77K	0.01%	619

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 Gravity Companies's MOAT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 1,039 shares worth $108K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MOAT as recently as Q2 2025.

Financial Gravity Companies first reported a position in MOAT in Q1 2018 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Financial Gravity Companies held 1,039 shares of VanEck Morningstar Wide Moat ETF worth $108K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Financial Gravity Companies position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #222 holding.
Financial Gravity Companies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 3 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.