Legacy Solutions LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Solutions LLC’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	$1.46M	Sell	14,040 -32,916	-70%	-$3.33M	1.18%	19
2026 Q1	$4.54M	Sell	46,956 -11,166	-19%	-$1.16M	4.21%	6
2025 Q4	$6.02M	Sell	58,122 -3,278	-5%	-$335K	5.29%	6
2025 Q3	$6.09M	Sell	61,400 -716	-1%	-$69.8K	5.47%	6
2025 Q2	$5.83M	Sell	62,116 -757	-1%	-$66.4K	5.58%	6
2025 Q1	$5.53M	Sell	62,873 -2,889	-4%	-$266K	6.09%	5
2024 Q4	$6.1M	Buy	+65,762	New	+$6.33M	6.64%	5

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

Legacy Solutions LLC's MOAT Position: Q2 2026 in Review

Legacy Solutions LLC reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 70% in Q2 2026, selling an estimated $3.33M and leaving 14,040 shares worth $1.46M. The position accounts for 1.18% of the portfolio, ranked #19.

Legacy Solutions LLC first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.1M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Legacy Solutions LLC held 14,040 shares of VanEck Morningstar Wide Moat ETF worth $1.46M as of Q2 2026.
Legacy Solutions LLC sold 32,916 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.33M.
VanEck Morningstar Wide Moat ETF made up 1.18% of Legacy Solutions LLC's portfolio in Q2 2026, its #19 holding.
Legacy Solutions LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Legacy Solutions LLC's VanEck Morningstar Wide Moat ETF position peaked at $6.1M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.