Focus Partners Advisor Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Focus Partners Advisor Solutions’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	$523K	Sell	5,031 -2,166	-30%	-$219K	﹤0.01%	801
2026 Q1	$696K	Sell	7,197 -234	-3%	-$24.3K	0.01%	679
2025 Q4	$770K	Sell	7,431 -4,117	-36%	-$420K	0.01%	576
2025 Q3	$1.16M	Buy	11,548 +5,701	+98%	+$556K	0.01%	475
2025 Q2	$548K	Sell	5,847 -79	-1%	-$6.93K	0.01%	641
2025 Q1	$522K	Buy	5,926 +1,384	+30%	+$127K	0.01%	573
2024 Q4	$421K	Sell	4,542 -17	-0.4%	-$1.64K	0.01%	515
2024 Q3	$442K	Buy	4,559 +83	+2%	+$7.59K	0.01%	481
2024 Q2	$388K	Sell	4,476 -140	-3%	-$12.2K	0.01%	430
2024 Q1	$415K	Buy	4,616 +82	+2%	+$7.04K	0.01%	396
2023 Q4	$385K	Buy	4,534 +85	+2%	+$6.6K	0.02%	290
2023 Q3	$337K	Sell	4,449 -84	-2%	-$6.69K	0.02%	332
2023 Q2	$362K	Sell	4,533 -58	-1%	-$4.37K	0.02%	264
2023 Q1	$339K	Buy	4,591 +1,285	+39%	+$91.2K	0.02%	259
2022 Q4	$215K	Sell	3,306 -203	-6%	-$13.2K	0.02%	312
2022 Q3	$211K	Hold	3,509	–	–	0.01%	370
2022 Q2	$224K	Buy	+3,509	New	+$241K	0.02%	312

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

Focus Partners Advisor Solutions's MOAT Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 30% in Q2 2026, selling an estimated $219K and leaving 5,031 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Focus Partners Advisor Solutions first reported a position in MOAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Focus Partners Advisor Solutions held 5,031 shares of VanEck Morningstar Wide Moat ETF worth $523K as of Q2 2026.
Focus Partners Advisor Solutions sold 2,166 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $219K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #801 holding.
Focus Partners Advisor Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 17 quarters since.
Focus Partners Advisor Solutions's VanEck Morningstar Wide Moat ETF position peaked at $1.16M in Q3 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.