IA
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IFP Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IFP Advisors’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 		$15.9M Buy
152,692
+6,301
+4% +$637K 0.29% 70
2026
Q1 		$14.2M Sell
146,391
-13,631
-9% -$1.41M 0.29% 72
2025
Q4 		$16.6M Sell
160,022
-8,631
-5% -$881K 0.37% 55
2025
Q3 		$16.7M Sell
168,653
-7,103
-4% -$693K 0.43% 43
2025
Q2 		$16.5M Buy
175,756
+3,062
+2% +$269K 0.47% 40
2025
Q1 		$15.2M Sell
172,694
-5,721
-3% -$526K 0.47% 36
2024
Q4 		$16.5M Buy
178,415
+14,954
+9% +$1.44M 0.54% 31
2024
Q3 		$15.8M Buy
163,461
+4,107
+3% +$376K 0.57% 32
2024
Q2 		$13.8M Buy
159,354
+5,699
+4% +$495K 0.55% 34
2024
Q1 		$13.8M Buy
153,655
+7,991
+5% +$686K 0.61% 33
2023
Q4 		$12.4M Sell
145,664
-8,767
-6% -$681K 0.58% 27
2023
Q3 		$11.7M Buy
154,431
+11,631
+8% +$926K 0.53% 41
2023
Q2 		$11.4M Buy
142,800
+20,720
+17% +$1.56M 0.48% 40
2023
Q1 		$5.24M Sell
122,080
-2,075
-2% -$147K 0.23% 85
2022
Q4 		$5.37M Buy
124,155
+17,728
+17% +$1.15M 0.14% 130
2022
Q3 		$4.6M Buy
106,427
+6,720
+7% +$452K 0.12% 174
2022
Q2 		$4.3M Hold
99,707
– – 0.14% 161
2022
Q1 		$4.3M Buy
99,707
+36,701
+58% +$2.7M 0.14% 161
2021
Q4 		$4.82M Buy
63,006
+840
+1% +$63.7K 0.09% 121
2021
Q3 		$4.57M Buy
62,166
+8,244
+15% +$621K 0.09% 123
2021
Q2 		$4M Buy
53,922
+826
+2% +$60.1K 0.08% 142
2021
Q1 		$3.68M Buy
53,096
+3,634
+7% +$239K 0.07% 134
2020
Q4 		$3.07M Buy
49,462
+1,259
+3% +$74.2K 0.12% 142
2020
Q3 		$2.63M Buy
48,203
+1,509
+3% +$82.5K 0.16% 131
2020
Q2 		$2.41M Buy
46,694
+1,647
+4% +$82K 0.19% 115
2020
Q1 		$2M Sell
45,047
-19,767
-30% -$1.02M 0.2% 118
2019
Q4 		$3.59M Buy
64,814
+7,056
+12% +$373K 0.27% 88
2019
Q3 		$2.88M Buy
+57,758
New +$2.83M 0.19% 119
2019
Q1 		$741K Sell
15,896
-18,684
-54% -$844K 0.1% 213
2018
Q4 		$1.41M Buy
34,580
+11,053
+47% +$491K 0.09% 256
2018
Q3 		$1.1M Buy
23,527
+3,734
+19% +$170K 0.04% 407
2018
Q2 		$862K Buy
19,793
+11,572
+141% +$493K 0.04% 463
2018
Q1 		$349K Hold
8,221
– – 0.02% 769
2017
Q4 		$349K Buy
8,221
+278
+3% +$11.5K 0.02% 769
2017
Q3 		$320K Buy
7,943
+316
+4% +$12.5K 0.01% 895
2017
Q2 		$302K Sell
7,627
-8,992
-54% -$345K 0.01% 896
2017
Q1 		$624K Buy
16,619
+5,536
+50% +$204K 0.03% 579
2016
Q4 		$386K Buy
11,083
+1,634
+17% +$56.3K 0.02% 738
2016
Q3 		$322K Sell
9,449
-11,522
-55% -$393K 0.02% 782
2016
Q2 		$682K Buy
20,971
+5,075
+32% +$163K 0.04% 451
2016
Q1 		$741K Sell
15,896
-34,096
-68% -$975K 0.1% 213
2015
Q4 		$1.45M Buy
+49,992
New +$1.49M 0.1% 228

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors's MOAT Position: Q2 2026 in Review

IFP Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.3% in Q2 2026, buying an estimated $637K and bringing the position to 152,692 shares worth $15.9M. The position accounts for 0.29% of the portfolio, ranked #70.

IFP Advisors first reported a position in MOAT in Q4 2015 and has held it in 42 quarters since. The position peaked at $16.7M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • IFP Advisors held 152,692 shares of VanEck Morningstar Wide Moat ETF worth $15.9M as of Q2 2026.
  • IFP Advisors bought 6,301 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $637K.
  • VanEck Morningstar Wide Moat ETF made up 0.29% of IFP Advisors's portfolio in Q2 2026, its #70 holding.
  • IFP Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's VanEck Morningstar Wide Moat ETF position peaked at $16.7M in Q3 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.