Goldstone Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Goldstone Financial Group’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	$10.8M	Sell	103,893 -26,673	-20%	-$2.7M	0.99%	22
2026 Q1	$12.6M	Sell	130,566 -3,352	-3%	-$347K	1.37%	18
2025 Q4	$13.9M	Buy	133,918 +5,610	+4%	+$573K	1.55%	17
2025 Q3	$12.7M	Buy	128,308 +4,638	+4%	+$452K	1.5%	18
2025 Q2	$12M	Buy	123,670 +6,101	+5%	+$535K	1.58%	15
2025 Q1	$10.3M	Buy	117,569 +12,075	+11%	+$1.11M	1.57%	20
2024 Q4	$9.78M	Buy	105,494 +4,567	+5%	+$440K	1.53%	21
2024 Q3	$9.78M	Buy	100,927 +6,419	+7%	+$587K	1.7%	17
2024 Q2	$8.19M	Buy	94,508 +3,385	+4%	+$294K	1.64%	17
2024 Q1	$8.19M	Buy	91,123 +2,464	+3%	+$211K	1.88%	15
2023 Q4	$7.52M	Buy	88,659 +16,875	+24%	+$1.31M	1.94%	14
2023 Q3	$5.44M	Sell	71,784 -13,428	-16%	-$1.07M	1.61%	17
2023 Q2	$6.8M	Buy	85,212 +9,768	+13%	+$735K	2%	14
2023 Q1	$5.57M	Buy	+75,444	New	+$5.36M	1.84%	18

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

Goldstone Financial Group's MOAT Position: Q2 2026 in Review

Goldstone Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 20% in Q2 2026, selling an estimated $2.7M and leaving 103,893 shares worth $10.8M. The position accounts for 0.99% of the portfolio, ranked #22.

Goldstone Financial Group first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.9M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Goldstone Financial Group held 103,893 shares of VanEck Morningstar Wide Moat ETF worth $10.8M as of Q2 2026.
Goldstone Financial Group sold 26,673 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $2.7M.
VanEck Morningstar Wide Moat ETF made up 0.99% of Goldstone Financial Group's portfolio in Q2 2026, its #22 holding.
Goldstone Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $13.9M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.