HBW Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HBW Advisory Services’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	$15.6M	Buy	149,886 +1,547	+1%	+$156K	1.41%	12
2026 Q1	$14.3M	Sell	148,339 -22,587	-13%	-$2.34M	1.51%	11
2025 Q4	$17.7M	Buy	170,926 +11,272	+7%	+$1.15M	1.92%	8
2025 Q3	$15.8M	Sell	159,654 -1,758	-1%	-$171K	1.78%	9
2025 Q2	$15.1M	Sell	161,412 -5,573	-3%	-$489K	1.87%	8
2025 Q1	$14.7M	Buy	166,985 +24,726	+17%	+$2.28M	2.09%	8
2024 Q4	$13.2M	Buy	142,259 +1,613	+1%	+$155K	1.35%	8
2024 Q3	$13.6M	Buy	140,646 +69,757	+98%	+$6.38M	1.99%	7
2024 Q2	$6.14M	Buy	70,889 +3,987	+6%	+$346K	1.02%	15
2024 Q1	$5.68M	Hold	66,902	–	–	1.06%	13
2023 Q4	$5.68M	Buy	66,902 +8,531	+15%	+$662K	1.06%	13
2023 Q3	$4.43M	Buy	58,371 +55,311	+1,808%	+$4.4M	0.92%	19
2023 Q2	$244K	Buy	+3,060	New	+$230K	0.05%	256
2022 Q2	–	Sell	-3,496	Closed	-$261K	–	240
2022 Q1	$261K	Sell	3,496 -2,390	-41%	-$176K	0.09%	188
2021 Q4	$448K	Buy	5,886 +557	+10%	+$42.2K	0.1%	177
2021 Q3	$390K	Buy	+5,329	New	+$401K	0.1%	183

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

HBW Advisory Services's MOAT Position: Q2 2026 in Review

HBW Advisory Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1% in Q2 2026, buying an estimated $156K and bringing the position to 149,886 shares worth $15.6M. The position accounts for 1.41% of the portfolio, ranked #12.

HBW Advisory Services first reported a position in MOAT in Q3 2021 and has held it in 16 quarters since. The position peaked at $17.7M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

HBW Advisory Services held 149,886 shares of VanEck Morningstar Wide Moat ETF worth $15.6M as of Q2 2026.
HBW Advisory Services bought 1,547 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $156K.
VanEck Morningstar Wide Moat ETF made up 1.41% of HBW Advisory Services's portfolio in Q2 2026, its #12 holding.
HBW Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 16 quarters since.
HBW Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $17.7M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.