Goodman Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Goodman Advisory 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	–	Sell	-1,726	Closed	-$167K	–	127
2026 Q1	$167K	Buy	1,726 +1,659	+2,476%	+$172K	0.04%	80
2025 Q4	$6.94K	Buy	+67	New	+$6.84K	﹤0.01%	151
2025 Q3	–	Sell	-5	Closed	-$469	–	197
2025 Q2	$469	Sell	5 -63,214	-100%	-$5.55M	﹤0.01%	145
2025 Q1	$5.56M	Sell	63,219 -1,847	-3%	-$170K	1.7%	18
2024 Q4	$6.03M	Sell	65,066 -1,047	-2%	-$101K	1.78%	18
2024 Q3	$6.41M	Buy	66,113 +2,648	+4%	+$242K	1.83%	16
2024 Q2	$5.5M	Sell	63,465 -1,734	-3%	-$151K	1.64%	16
2024 Q1	$5.86M	Buy	65,199 +2,783	+4%	+$239K	1.86%	15
2023 Q4	$5.3M	Sell	62,416 -16,232	-21%	-$1.26M	1.8%	15
2023 Q3	$5.96M	Sell	78,648 -21,380	-21%	-$1.7M	2.23%	15
2023 Q2	$7.98M	Buy	+100,028	New	+$7.53M	2.96%	9

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

Goodman Advisory Group's MOAT Position: Q2 2026 in Review

Goodman Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 1,726 shares — an estimated $167K sold.

Goodman Advisory Group first reported a position in MOAT in Q2 2023 and held it in 11 quarters. The position peaked at $7.98M in Q2 2023. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Goodman Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 1,726 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $167K.
Goodman Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 11 quarters.
Goodman Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $7.98M in Q2 2023.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.