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

LexAurum 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	$674K	Sell	6,485 -12,013	-65%	-$1.21M	0.08%	199
2026 Q1	$1.79M	Buy	+18,498	New	+$1.92M	0.23%	84
2025 Q3	$613K	Sell	6,188 -7,472	-55%	-$729K	0.09%	175
2025 Q2	$1.28M	Buy	13,660 +7,504	+122%	+$658K	0.2%	96
2025 Q1	$542K	Buy	+6,156	New	+$566K	0.1%	177
2021 Q4	–	Sell	-7,415	Closed	-$543K	–	278
2021 Q3	$543K	Hold	7,415	–	–	0.16%	155
2021 Q2	$549K	Hold	7,415	–	–	0.16%	151
2021 Q1	$514K	Hold	7,415	–	–	0.18%	135
2020 Q4	$460K	Buy	+7,415	New	+$437K	0.16%	144

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

LexAurum Advisors's MOAT Position: Q2 2026 in Review

LexAurum Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 65% in Q2 2026, selling an estimated $1.21M and leaving 6,485 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #199.

LexAurum Advisors first reported a position in MOAT in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.79M in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

LexAurum Advisors held 6,485 shares of VanEck Morningstar Wide Moat ETF worth $674K as of Q2 2026.
LexAurum Advisors sold 12,013 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.21M.
VanEck Morningstar Wide Moat ETF made up 0.08% of LexAurum Advisors's portfolio in Q2 2026, its #199 holding.
LexAurum Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 9 quarters since.
LexAurum Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.79M in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.