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

Focus Partners Wealth’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	$7.39M	Sell	71,105 -21,753	-23%	-$2.2M	0.01%	811
2026 Q1	$8.98M	Buy	92,858 +811	+0.9%	+$84.1K	0.01%	751
2025 Q4	$9.53M	Buy	92,047 +48,952	+114%	+$5M	0.01%	714
2025 Q3	$4.27M	Buy	43,095 +15,482	+56%	+$1.51M	0.01%	796
2025 Q2	$2.59M	Sell	27,613 -759	-3%	-$66.6K	0.01%	837
2025 Q1	$2.5M	Sell	28,372 -29,759	-51%	-$2.74M	0.01%	796
2024 Q4	$5.39M	Buy	58,131 +36,701	+171%	+$3.54M	0.01%	598
2024 Q3	$891K	Sell	21,430 -30,169	-58%	-$2.76M	﹤0.01%	970
2024 Q2	$4.47M	Buy	+51,599	New	+$4.48M	0.02%	516

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 Wealth's MOAT Position: Q2 2026 in Review

Focus Partners Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 23% in Q2 2026, selling an estimated $2.2M and leaving 71,105 shares worth $7.39M. The position accounts for 0.01% of the portfolio, ranked #811.

Focus Partners Wealth first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.53M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Focus Partners Wealth held 71,105 shares of VanEck Morningstar Wide Moat ETF worth $7.39M as of Q2 2026.
Focus Partners Wealth sold 21,753 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $2.2M.
VanEck Morningstar Wide Moat ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #811 holding.
Focus Partners Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's VanEck Morningstar Wide Moat ETF position peaked at $9.53M in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.