Integrity Alliance’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Integrity Alliance’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	$592K	Sell	5,693 -991	-15%	-$100K	0.02%	464
2026 Q1	$646K	Buy	6,684 +374	+6%	+$38.8K	0.02%	384
2025 Q4	$653K	Buy	6,310 +540	+9%	+$55.1K	0.02%	394
2025 Q3	$572K	Sell	5,770 -171	-3%	-$16.7K	0.03%	328
2025 Q2	$557K	Sell	5,941 -27	-0.5%	-$2.37K	0.03%	285
2025 Q1	$525K	Buy	5,968 +48	+0.8%	+$4.42K	0.02%	381
2024 Q4	$549K	Buy	+5,920	New	+$570K	0.06%	127

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

Integrity Alliance's MOAT Position: Q2 2026 in Review

Integrity Alliance reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q2 2026, selling an estimated $100K and leaving 5,693 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #464.

Integrity Alliance first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Integrity Alliance held 5,693 shares of VanEck Morningstar Wide Moat ETF worth $592K as of Q2 2026.
Integrity Alliance sold 991 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $100K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Integrity Alliance's portfolio in Q2 2026, its #464 holding.
Integrity Alliance first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Integrity Alliance's VanEck Morningstar Wide Moat ETF position peaked at $653K in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.