Intelligent Financial Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Intelligent Financial Strategies’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	–	Sell	-173	Closed	-$16.7K	–	62
2026 Q1	$16.7K	Sell	173 -50	-22%	-$5.18K	0.01%	56
2025 Q4	$23.1K	Hold	223	–	–	0.01%	61
2025 Q3	$22.1K	Sell	223 -100	-31%	-$9.76K	0.01%	63
2025 Q2	$30.3K	Buy	+323	New	+$28.3K	0.02%	67

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

Intelligent Financial Strategies's MOAT Position: Q2 2026 in Review

Intelligent Financial Strategies sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 173 shares — an estimated $16.7K sold.

Intelligent Financial Strategies first reported a position in MOAT in Q2 2025 and held it in 4 quarters. The position peaked at $30.3K in Q2 2025. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Intelligent Financial Strategies reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Intelligent Financial Strategies sold 173 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $16.7K.
Intelligent Financial Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 4 quarters.
Intelligent Financial Strategies's VanEck Morningstar Wide Moat ETF position peaked at $30.3K in Q2 2025.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.