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

IFG Advisory’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	$187K	Buy	1,796 +1,707	+1,918%	+$173K	0.01%	892
2026 Q1	$8.61K	Buy	+89	New	+$9.22K	0.02%	268
2025 Q2	–	Sell	-2,301	Closed	-$203K	–	745
2025 Q1	$203K	Hold	2,301	–	–	0.01%	657
2024 Q4	$213K	Buy	+2,301	New	+$222K	0.01%	631
2024 Q3	–	Sell	-2,383	Closed	-$206K	–	534
2024 Q2	$206K	Buy	+2,383	New	+$207K	0.01%	592
2024 Q1	–	Sell	-2,447	Closed	-$208K	–	497
2023 Q4	$208K	Buy	+2,447	New	+$190K	0.02%	550
2023 Q2	–	Sell	-3,016	Closed	-$223K	–	436
2023 Q1	$223K	Buy	+3,016	New	+$214K	0.02%	472
2018 Q1	–	Sell	-34,781	Closed	-$833K	–	344
2017 Q4	$833K	Buy	+34,781	New	+$1.44M	0.19%	121

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

IFG Advisory's MOAT Position: Q2 2026 in Review

IFG Advisory increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1,918% in Q2 2026, buying an estimated $173K and bringing the position to 1,796 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #892.

IFG Advisory first reported a position in MOAT in Q4 2017 and has held it in 8 quarters since. The position peaked at $833K in Q4 2017. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

IFG Advisory held 1,796 shares of VanEck Morningstar Wide Moat ETF worth $187K as of Q2 2026.
IFG Advisory bought 1,707 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $173K.
VanEck Morningstar Wide Moat ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #892 holding.
IFG Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 8 quarters since.
IFG Advisory's VanEck Morningstar Wide Moat ETF position peaked at $833K in Q4 2017.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.