Keystone Financial Group (Kentucky)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.1M	Sell	10,621 -17	-0.2%	-$1.72K	0.07%	208
2026 Q1	$1.03M	Hold	10,638	–	–	0.07%	194
2025 Q4	$1.1M	Sell	10,638 -31	-0.3%	-$3.17K	0.08%	163
2025 Q3	$1.06M	Buy	10,669 +155	+1%	+$15.1K	0.08%	156
2025 Q2	$986K	Sell	10,514 -279	-3%	-$24.5K	0.09%	154
2025 Q1	$950K	Buy	10,793 +1,924	+22%	+$177K	0.1%	148
2024 Q4	$822K	Buy	8,869 +674	+8%	+$64.9K	0.08%	163
2024 Q3	$795K	Buy	+8,195	New	+$749K	0.1%	145
2024 Q2	–	Sell	-5,540	Closed	-$498K	–	251
2024 Q1	$498K	Buy	+5,540	New	+$475K	0.07%	181

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

Keystone Financial Group (Kentucky)'s MOAT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.16% in Q2 2026, selling an estimated $1.72K and leaving 10,621 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #208.

Keystone Financial Group (Kentucky) first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Keystone Financial Group (Kentucky) held 10,621 shares of VanEck Morningstar Wide Moat ETF worth $1.1M as of Q2 2026.
Keystone Financial Group (Kentucky) sold 17 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.72K.
VanEck Morningstar Wide Moat ETF made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #208 holding.
Keystone Financial Group (Kentucky) first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.