Holistic Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Holistic Planning’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	$1.2M	Sell	11,502 -975	-8%	-$98.6K	0.19%	113
2026 Q1	$1.21M	Sell	12,477 -470	-4%	-$48.7K	0.24%	87
2025 Q4	$1.34M	Sell	12,947 -148	-1%	-$15.1K	0.29%	78
2025 Q3	$1.3M	Sell	13,095 -257	-2%	-$25.1K	0.34%	60
2025 Q2	$1.25M	Sell	13,352 -680	-5%	-$59.7K	0.36%	54
2025 Q1	$1.23M	Sell	14,032 -788	-5%	-$72.5K	0.42%	46
2024 Q4	$1.37M	Buy	14,820 +433	+3%	+$41.7K	0.5%	38
2024 Q3	$1.39M	Sell	14,387 -8,400	-37%	-$768K	0.59%	35
2024 Q2	$2.05M	Hold	22,787	–	–	1.57%	16
2024 Q1	$2.05M	Sell	22,787 -851	-4%	-$73K	1.56%	16
2023 Q4	$2.01M	Buy	+23,638	New	+$1.84M	1.69%	15

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

Holistic Planning's MOAT Position: Q2 2026 in Review

Holistic Planning reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.8% in Q2 2026, selling an estimated $98.6K and leaving 11,502 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #113.

Holistic Planning first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q2 2024. 729 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Holistic Planning held 11,502 shares of VanEck Morningstar Wide Moat ETF worth $1.2M as of Q2 2026.
Holistic Planning sold 975 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $98.6K.
VanEck Morningstar Wide Moat ETF made up 0.19% of Holistic Planning's portfolio in Q2 2026, its #113 holding.
Holistic Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's VanEck Morningstar Wide Moat ETF position peaked at $2.05M in Q2 2024.
729 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.