Kingswood Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kingswood Wealth Advisors’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	$1.56M	Sell	15,042 -544	-3%	-$55K	0.06%	302
2026 Q1	$1.51M	Sell	15,586 -1,671	-10%	-$173K	0.07%	282
2025 Q4	$1.79M	Sell	17,257 -1,470	-8%	-$150K	0.09%	236
2025 Q3	$1.86M	Buy	18,727 +698	+4%	+$68.1K	0.11%	186
2025 Q2	$1.69M	Sell	18,029 -1,346	-7%	-$118K	0.13%	167
2025 Q1	$1.7M	Sell	19,375 -13,259	-41%	-$1.22M	0.16%	157
2024 Q4	$3.03M	Buy	32,634 +15,356	+89%	+$1.48M	0.23%	100
2024 Q3	$1.67M	Buy	17,278 +2,128	+14%	+$195K	0.12%	198
2024 Q2	$1.31M	Buy	15,150 +2,683	+22%	+$233K	0.12%	187
2024 Q1	$1.12M	Buy	12,467 +755	+6%	+$64.8K	0.13%	184
2023 Q4	$994K	Buy	11,712 +6,783	+138%	+$527K	0.11%	197
2023 Q3	$374K	Buy	+4,929	New	+$392K	0.06%	296

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

Kingswood Wealth Advisors's MOAT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.5% in Q2 2026, selling an estimated $55K and leaving 15,042 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #302.

Kingswood Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.03M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Kingswood Wealth Advisors held 15,042 shares of VanEck Morningstar Wide Moat ETF worth $1.56M as of Q2 2026.
Kingswood Wealth Advisors sold 544 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $55K.
VanEck Morningstar Wide Moat ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #302 holding.
Kingswood Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.03M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.