Garden State Investment Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Garden State Investment Advisory Services’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	$1M	Sell	9,632 -5,832	-38%	-$590K	0.18%	107
2026 Q1	$1.5M	Sell	15,464 -597	-4%	-$61.9K	0.33%	69
2025 Q4	$1.66M	Sell	16,061 -11,276	-41%	-$1.15M	0.37%	60
2025 Q3	$2.71M	Hold	27,337	–	–	0.6%	43
2025 Q2	$2.56M	Hold	27,337	–	–	0.65%	40
2025 Q1	$2.41M	Buy	27,337 +6,085	+29%	+$560K	0.77%	35
2024 Q4	$1.97M	Buy	21,252 +260	+1%	+$25K	0.59%	45
2024 Q3	$2.04M	Hold	20,992	–	–	0.65%	35
2024 Q2	$1.82M	Sell	20,992 -350	-2%	-$30.4K	0.63%	37
2024 Q1	$1.9M	Sell	21,342 -525	-2%	-$45K	0.7%	33
2023 Q4	$1.86M	Buy	21,867 +10	+0%	+$777	0.74%	31
2023 Q3	$1.66M	Hold	21,857	–	–	0.76%	29
2023 Q2	$1.74M	Hold	21,857	–	–	0.69%	28
2023 Q1	$1.61M	Buy	21,857 +100	+0.5%	+$7.1K	0.7%	27
2022 Q4	$1.41M	Buy	+21,757	New	+$1.41M	0.84%	25

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

Garden State Investment Advisory Services's MOAT Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 38% in Q2 2026, selling an estimated $590K and leaving 9,632 shares worth $1M. The position accounts for 0.18% of the portfolio, ranked #107.

Garden State Investment Advisory Services first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Garden State Investment Advisory Services held 9,632 shares of VanEck Morningstar Wide Moat ETF worth $1M as of Q2 2026.
Garden State Investment Advisory Services sold 5,832 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $590K.
VanEck Morningstar Wide Moat ETF made up 0.18% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #107 holding.
Garden State Investment Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $2.71M in Q3 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.