Key Financial Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Key Financial Inc’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	$173K	Buy	1,661 +34	+2%	+$3.44K	0.03%	326
2026 Q1	$157K	Hold	1,627	–	–	0.03%	326
2025 Q4	$168K	Sell	1,627 -102	-6%	-$10.4K	0.03%	318
2025 Q3	$174K	Sell	1,729 -513	-23%	-$50K	0.03%	311
2025 Q2	$210K	Hold	2,242	–	–	0.04%	271
2025 Q1	$197K	Hold	2,242	–	–	0.04%	268
2024 Q4	$208K	Hold	2,242	–	–	0.05%	251
2024 Q3	$217K	Hold	2,242	–	–	0.05%	238
2024 Q2	$194K	Hold	2,242	–	–	0.05%	249
2024 Q1	$202K	Hold	2,242	–	–	0.05%	230
2023 Q4	$190K	Hold	2,242	–	–	0.05%	227
2023 Q3	$170K	Hold	2,242	–	–	0.06%	222
2023 Q2	$179K	Hold	2,242	–	–	0.06%	222
2023 Q1	$166K	Hold	2,242	–	–	0.06%	222
2022 Q4	$134K	Hold	2,242	–	–	0.06%	214
2022 Q3	$134K	Hold	2,242	–	–	0.06%	216
2022 Q2	$144K	Buy	+2,242	New	+$154K	0.08%	196

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

Key Financial Inc's MOAT Position: Q2 2026 in Review

Key Financial Inc increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.1% in Q2 2026, buying an estimated $3.44K and bringing the position to 1,661 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #326.

Key Financial Inc first reported a position in MOAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $217K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Key Financial Inc held 1,661 shares of VanEck Morningstar Wide Moat ETF worth $173K as of Q2 2026.
Key Financial Inc bought 34 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.44K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #326 holding.
Key Financial Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 17 quarters since.
Key Financial Inc's VanEck Morningstar Wide Moat ETF position peaked at $217K in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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