Granite Bay Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Granite Bay 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	$201K	Buy	+1,932	New	+$195K	0.02%	165
2026 Q1	–	Sell	-1,932	Closed	-$200K	–	101
2025 Q4	$200K	Buy	+1,932	New	+$197K	0.05%	90

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

Granite Bay Wealth Management's MOAT Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 1,932 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in MOAT as recently as Q4 2025.

Granite Bay Wealth Management first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Granite Bay Wealth Management held 1,932 shares of VanEck Morningstar Wide Moat ETF worth $201K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Granite Bay Wealth Management position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Granite Bay Wealth Management's portfolio in Q2 2026, its #165 holding.
Granite Bay Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.