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Foundations Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Foundations Investment Advisors’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 		$8.5M Buy
81,772
+6,021
+8% +$609K 0.09% 185
2026
Q1 		$7.33M Buy
75,751
+11,615
+18% +$1.2M 0.09% 176
2025
Q4 		$6.64M Buy
64,136
+6,222
+11% +$635K 0.09% 180
2025
Q3 		$5.74M Buy
57,914
+1,869
+3% +$182K 0.08% 185
2025
Q2 		$5.26M Buy
56,045
+8,974
+19% +$787K 0.08% 189
2025
Q1 		$4.14M Buy
47,071
+2,578
+6% +$237K 0.08% 218
2024
Q4 		$4.13M Buy
44,493
+5,394
+14% +$520K 0.08% 207
2024
Q3 		$3.79M Buy
39,099
+16,845
+76% +$1.54M 0.08% 205
2024
Q2 		$1.93M Buy
22,254
+8,665
+64% +$753K 0.05% 238
2024
Q1 		$1.22M Buy
13,589
+9,960
+274% +$855K 0.03% 291
2023
Q4 		$307K Sell
3,629
-2,351
-39% -$183K 0.01% 545
2023
Q3 		$454K Sell
5,980
-2,613
-30% -$208K 0.01% 410
2023
Q2 		$686K Buy
+8,593
New +$647K 0.02% 307

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

Foundations Investment Advisors's MOAT Position: Q2 2026 in Review

Foundations Investment Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.9% in Q2 2026, buying an estimated $609K and bringing the position to 81,772 shares worth $8.5M. The position accounts for 0.09% of the portfolio, ranked #185.

Foundations Investment Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Foundations Investment Advisors held 81,772 shares of VanEck Morningstar Wide Moat ETF worth $8.5M as of Q2 2026.
  • Foundations Investment Advisors bought 6,021 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $609K.
  • VanEck Morningstar Wide Moat ETF made up 0.09% of Foundations Investment Advisors's portfolio in Q2 2026, its #185 holding.
  • Foundations Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.