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

Lifeworks 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	$245K	Sell	2,356 -36	-2%	-$3.64K	0.03%	302
2026 Q1	$231K	Sell	2,392 -63	-3%	-$6.53K	0.03%	279
2025 Q4	$254K	Buy	2,455 +199	+9%	+$20.3K	0.03%	287
2025 Q3	$224K	Sell	2,256 -26	-1%	-$2.54K	0.03%	309
2025 Q2	$214K	Sell	2,282 -4,354	-66%	-$382K	0.03%	299
2025 Q1	$584K	Sell	6,636 -17,584	-73%	-$1.62M	0.1%	169
2024 Q4	$2.25M	Buy	24,220 +1,067	+5%	+$103K	0.41%	74
2024 Q3	$2.24M	Sell	23,153 -1,507	-6%	-$138K	0.44%	68
2024 Q2	$2.14M	Sell	24,660 -1,598	-6%	-$139K	0.59%	54
2024 Q1	$2.36M	Buy	+26,258	New	+$2.25M	0.66%	46

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

Lifeworks Advisors's MOAT Position: Q2 2026 in Review

Lifeworks Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q2 2026, selling an estimated $3.64K and leaving 2,356 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #302.

Lifeworks Advisors first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.36M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Lifeworks Advisors held 2,356 shares of VanEck Morningstar Wide Moat ETF worth $245K as of Q2 2026.
Lifeworks Advisors sold 36 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.64K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #302 holding.
Lifeworks Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Lifeworks Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.36M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.