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

HB 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	$960K	Sell	9,239 -92	-1%	-$9.3K	0.01%	763
2026 Q1	$902K	Sell	9,331 -96	-1%	-$9.95K	0.01%	703
2025 Q4	$976K	Sell	9,427 -2,278	-19%	-$233K	0.01%	632
2025 Q3	$1.16M	Sell	11,705 -66	-0.6%	-$6.44K	0.01%	564
2025 Q2	$1.1M	Buy	11,771 +3,431	+41%	+$301K	0.01%	504
2025 Q1	$734K	Buy	+8,340	New	+$767K	0.01%	634

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

HB Wealth Management's MOAT Position: Q2 2026 in Review

HB Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.99% in Q2 2026, selling an estimated $9.3K and leaving 9,239 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #763.

HB Wealth Management first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

HB Wealth Management held 9,239 shares of VanEck Morningstar Wide Moat ETF worth $960K as of Q2 2026.
HB Wealth Management sold 92 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $9.3K.
VanEck Morningstar Wide Moat ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #763 holding.
HB Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.16M in Q3 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.