James J. Burns & Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

James J. Burns & Company’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	$20.2M	Buy	194,610 +11,997	+7%	+$1.21M	2.19%	10
2026 Q1	$17.7M	Buy	182,613 +9,627	+6%	+$998K	2.4%	9
2025 Q4	$17.9M	Buy	172,986 +9,650	+6%	+$986K	2.47%	9
2025 Q3	$16.2M	Buy	163,336 +9,086	+6%	+$886K	2.41%	9
2025 Q2	$14.5M	Buy	154,250 +9,902	+7%	+$869K	2.36%	10
2025 Q1	$12.7M	Buy	144,348 +28,680	+25%	+$2.64M	2.28%	10
2024 Q4	$10.7M	Buy	115,668 +9,425	+9%	+$908K	1.87%	12
2024 Q3	$10.3M	Buy	106,243 +8,520	+9%	+$779K	1.86%	13
2024 Q2	$8.46M	Buy	97,723 +43,598	+81%	+$3.79M	1.66%	13
2024 Q1	$4.78M	Sell	54,125 -24,564	-31%	-$2.11M	1.67%	11
2023 Q4	$6.68M	Buy	78,689 +1,940	+3%	+$151K	1.59%	13
2023 Q3	$5.82M	Buy	76,749 +2,698	+4%	+$215K	1.56%	14
2023 Q2	$5.91M	Buy	74,051 +6,092	+9%	+$459K	1.5%	13
2023 Q1	$5.02M	Buy	67,959 +20,747	+44%	+$1.47M	1.29%	22
2022 Q4	$3.06M	Buy	47,212 +11,806	+33%	+$766K	1.25%	20
2022 Q3	$2.12M	Buy	+35,406	New	+$2.38M	0.94%	24

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

James J. Burns & Company's MOAT Position: Q2 2026 in Review

James J. Burns & Company increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.6% in Q2 2026, buying an estimated $1.21M and bringing the position to 194,610 shares worth $20.2M. The position accounts for 2.19% of the portfolio, ranked #10.

James J. Burns & Company first reported a position in MOAT in Q3 2022 and has held it in 16 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

James J. Burns & Company held 194,610 shares of VanEck Morningstar Wide Moat ETF worth $20.2M as of Q2 2026.
James J. Burns & Company bought 11,997 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.21M.
VanEck Morningstar Wide Moat ETF made up 2.19% of James J. Burns & Company's portfolio in Q2 2026, its #10 holding.
James J. Burns & Company first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 16 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.