Long Island Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Long Island Wealth Management’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	-3,250	Closed	-$314K	–	97
2026 Q1	$314K	Sell	3,250 -14,515	-82%	-$1.5M	0.15%	70
2025 Q4	$1.84M	Buy	17,765 +196	+1%	+$20K	0.87%	24
2025 Q3	$1.74M	Sell	17,569 -41	-0.2%	-$4K	0.85%	24
2025 Q2	$1.65M	Sell	17,610 -91,382	-84%	-$8.02M	0.86%	23
2025 Q1	$9.59M	Buy	108,992 +11,862	+12%	+$1.09M	5.84%	4
2024 Q4	$9.01M	Buy	+97,130	New	+$9.36M	5.64%	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

Long Island Wealth Management's MOAT Position: Q2 2026 in Review

Long Island Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 3,250 shares — an estimated $314K sold.

Long Island Wealth Management first reported a position in MOAT in Q4 2024 and held it in 6 quarters. The position peaked at $9.59M in Q1 2025. 732 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Long Island Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Long Island Wealth Management sold 3,250 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $314K.
Long Island Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 6 quarters.
Long Island Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $9.59M in Q1 2025.
732 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.