Golden State Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Golden State Wealth Management’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	$22.1K	Hold	213	–	–	﹤0.01%	934
2026 Q1	$20.6K	Hold	213	–	–	﹤0.01%	907
2025 Q4	$22.1K	Buy	213 +9	+4%	+$919	﹤0.01%	900
2025 Q3	$20.2K	Hold	204	–	–	﹤0.01%	913
2025 Q2	$19.1K	Hold	204	–	–	﹤0.01%	899
2025 Q1	$18K	Hold	204	–	–	﹤0.01%	831
2024 Q4	$18.9K	Buy	+204	New	+$19.7K	﹤0.01%	780
2020 Q2	–	Sell	-1,406	Closed	-$62K	–	672
2020 Q1	$62K	Buy	+1,406	New	+$72.3K	0.03%	323
2019 Q4	–	Sell	-2,295	Closed	-$115K	–	603
2019 Q3	$115K	Buy	2,295 +57	+3%	+$2.79K	0.04%	295
2019 Q2	$107K	Hold	2,238	–	–	0.03%	321
2019 Q1	$104K	Buy	+2,238	New	+$101K	0.03%	318

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

Golden State Wealth Management's MOAT Position: Q2 2026 in Review

Golden State Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 213 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Golden State Wealth Management first reported a position in MOAT in Q1 2019 and has held it in 11 quarters since. The position peaked at $115K in Q3 2019. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Golden State Wealth Management held 213 shares of VanEck Morningstar Wide Moat ETF worth $22.1K as of Q2 2026.
Golden State Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #934 holding.
Golden State Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $115K in Q3 2019.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.