First Heartland Consultants’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First Heartland Consultants’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	$263K	Sell	2,526 -2,393	-49%	-$242K	0.02%	512
2026 Q1	$476K	Buy	4,919 +98	+2%	+$10.2K	0.04%	294
2025 Q4	$499K	Sell	4,821 -318	-6%	-$32.5K	0.04%	296
2025 Q3	$509K	Sell	5,139 -583	-10%	-$56.9K	0.04%	283
2025 Q2	$537K	Sell	5,722 -122	-2%	-$10.7K	0.05%	255
2025 Q1	$514K	Sell	5,844 -636	-10%	-$58.5K	0.05%	230
2024 Q4	$601K	Sell	6,480 -3,055	-32%	-$294K	0.06%	208
2024 Q3	$924K	Sell	9,535 -7,926	-45%	-$725K	0.1%	148
2024 Q2	$1.51M	Sell	17,461 -366	-2%	-$31.8K	0.11%	134
2024 Q1	$1.6M	Buy	17,827 +697	+4%	+$59.8K	0.17%	132
2023 Q4	$1.45M	Buy	17,130 +2,240	+15%	+$174K	0.18%	115
2023 Q3	$1.13M	Buy	14,890 +11,741	+373%	+$935K	0.14%	136
2023 Q2	$251K	Buy	+3,149	New	+$237K	0.03%	322

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

First Heartland Consultants's MOAT Position: Q2 2026 in Review

First Heartland Consultants reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 49% in Q2 2026, selling an estimated $242K and leaving 2,526 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #512.

First Heartland Consultants first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.6M in Q1 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

First Heartland Consultants held 2,526 shares of VanEck Morningstar Wide Moat ETF worth $263K as of Q2 2026.
First Heartland Consultants sold 2,393 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $242K.
VanEck Morningstar Wide Moat ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #512 holding.
First Heartland Consultants first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
First Heartland Consultants's VanEck Morningstar Wide Moat ETF position peaked at $1.6M in Q1 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.