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

Focus Financial Network’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 		$1.68M Sell
16,202
-242
-1% -$24.5K 0.05% 265
2026
Q1 		$1.59M Sell
16,444
-1,050
-6% -$109K 0.06% 251
2025
Q4 		$1.81M Buy
17,494
+157
+0.9% +$16K 0.06% 230
2025
Q3 		$1.72M Sell
17,337
-2,867
-14% -$280K 0.06% 233
2025
Q2 		$1.89M Sell
20,204
-4,925
-20% -$432K 0.07% 196
2025
Q1 		$2.21M Sell
25,129
-1,085
-4% -$99.8K 0.09% 172
2024
Q4 		$2.43M Buy
26,214
+1,761
+7% +$170K 0.1% 158
2024
Q3 		$2.37M Buy
24,453
+703
+3% +$64.3K 0.1% 162
2024
Q2 		$2.13M Buy
23,750
+793
+3% +$68.9K 0.09% 160
2024
Q1 		$1.93M Sell
22,957
-6,132
-21% -$526K 0.09% 162
2023
Q4 		$2.47M Buy
29,089
+13,494
+87% +$1.05M 0.09% 182
2023
Q3 		$1.18M Buy
15,595
+3,273
+27% +$261K 0.07% 209
2023
Q2 		$983K Buy
12,322
+978
+9% +$73.6K 0.05% 242
2023
Q1 		$838K Buy
11,344
+784
+7% +$55.7K 0.05% 262
2022
Q4 		$685K Buy
10,560
+91
+0.9% +$5.9K 0.06% 237
2022
Q3 		$628K Hold
10,469
– – 0.05% 248
2022
Q2 		$667K Hold
10,469
– – 0.06% 249
2022
Q1 		$782K Buy
+10,469
New +$771K 0.05% 235
2021
Q1 		– Sell
-11,479
Closed -$712K – 472
2020
Q4 		$712K Buy
11,479
+19
+0.2% +$1.12K 0.06% 223
2020
Q3 		$626K Sell
11,460
-170
-1% -$9.29K 0.06% 238
2020
Q2 		$607K Buy
11,630
+108
+0.9% +$5.38K 0.07% 222
2020
Q1 		$504K Sell
11,522
-2,569
-18% -$132K 0.07% 218
2019
Q4 		$772K Sell
14,091
-356
-2% -$18.8K 0.09% 188
2019
Q3 		$725K Sell
14,447
-906
-6% -$44.4K 0.1% 173
2019
Q2 		$737K Hold
15,353
– – 0.11% 168
2019
Q1 		$716K Buy
+15,353
New +$694K 0.11% 162

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Financial Network's MOAT Position: Q2 2026 in Review

Focus Financial Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q2 2026, selling an estimated $24.5K and leaving 16,202 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #265.

Focus Financial Network first reported a position in MOAT in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.47M in Q4 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Focus Financial Network held 16,202 shares of VanEck Morningstar Wide Moat ETF worth $1.68M as of Q2 2026.
  • Focus Financial Network sold 242 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $24.5K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #265 holding.
  • Focus Financial Network first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's VanEck Morningstar Wide Moat ETF position peaked at $2.47M in Q4 2023.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.