Koss-Olinger Consulting’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Koss-Olinger Consulting’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	-68,990	Closed	-$6.67M	–	223
2026 Q1	$6.67M	Hold	68,990	–	–	0.56%	25
2025 Q4	$7.14M	Buy	+68,990	New	+$7.05M	0.55%	24
2022 Q1	–	Sell	-72,747	Closed	-$5.54M	–	224
2021 Q4	$5.54M	Buy	72,747 +52,055	+252%	+$3.95M	0.85%	16
2021 Q3	$1.52M	Sell	20,692 -10,933	-35%	-$823K	0.25%	34
2021 Q2	$2.34M	Buy	+31,625	New	+$2.3M	0.35%	33

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

Koss-Olinger Consulting's MOAT Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 68,990 shares — an estimated $6.67M sold.

Koss-Olinger Consulting first reported a position in MOAT in Q2 2021 and held it in 5 quarters. The position peaked at $7.14M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Koss-Olinger Consulting reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 68,990 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $6.67M.
Koss-Olinger Consulting first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 5 quarters.
Koss-Olinger Consulting's VanEck Morningstar Wide Moat ETF position peaked at $7.14M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.