Marshall & Sterling Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marshall & Sterling Wealth 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	$488K	Sell	4,693 -64,451	-93%	-$6.52M	0.29%	66
2026 Q1	$6.69M	Sell	69,144 -14,029	-17%	-$1.45M	4.37%	4
2025 Q4	$8.61M	Sell	83,173 -4,180	-5%	-$427K	5.69%	3
2025 Q3	$8.65M	Sell	87,353 -3,628	-4%	-$354K	5.54%	3
2025 Q2	$8.52M	Sell	90,981 -3,626	-4%	-$318K	5.77%	3
2025 Q1	$8.33M	Buy	94,607 +213	+0.2%	+$19.6K	5.66%	3
2024 Q4	$8.75M	Buy	+94,394	New	+$9.09M	6.05%	2

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

Marshall & Sterling Wealth Advisors's MOAT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 93% in Q2 2026, selling an estimated $6.52M and leaving 4,693 shares worth $488K. The position accounts for 0.29% of the portfolio, ranked #66.

Marshall & Sterling Wealth Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.75M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Marshall & Sterling Wealth Advisors held 4,693 shares of VanEck Morningstar Wide Moat ETF worth $488K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 64,451 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $6.52M.
VanEck Morningstar Wide Moat ETF made up 0.29% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Marshall & Sterling Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $8.75M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.