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

MCF 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	$5.13M	Sell	49,362 -33,535	-40%	-$3.39M	0.18%	72
2026 Q1	$8.02M	Sell	82,897 -2,378	-3%	-$246K	0.35%	43
2025 Q4	$8.83M	Buy	85,275 +85,194	+105,178%	+$8.7M	0.49%	27
2025 Q3	$8.03K	Hold	81	–	–	﹤0.01%	723
2025 Q2	$7.6K	Buy	81 +43	+113%	+$3.77K	﹤0.01%	694
2025 Q1	$3.34K	Hold	38	–	–	﹤0.01%	777
2024 Q4	$3.52K	Hold	38	–	–	﹤0.01%	804
2024 Q3	$3.69K	Buy	38 +34	+850%	+$3.11K	﹤0.01%	786
2024 Q2	$347	Hold	4	–	–	﹤0.01%	968
2024 Q1	$360	Sell	4 -111	-97%	-$9.52K	﹤0.01%	930
2023 Q4	$9.76K	Sell	115 -163	-59%	-$12.7K	﹤0.01%	602
2023 Q3	$21.1K	Buy	+278	New	+$22.1K	﹤0.01%	479

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

MCF Advisors's MOAT Position: Q2 2026 in Review

MCF Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 40% in Q2 2026, selling an estimated $3.39M and leaving 49,362 shares worth $5.13M. The position accounts for 0.18% of the portfolio, ranked #72.

MCF Advisors first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.83M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

MCF Advisors held 49,362 shares of VanEck Morningstar Wide Moat ETF worth $5.13M as of Q2 2026.
MCF Advisors sold 33,535 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.39M.
VanEck Morningstar Wide Moat ETF made up 0.18% of MCF Advisors's portfolio in Q2 2026, its #72 holding.
MCF Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
MCF Advisors's VanEck Morningstar Wide Moat ETF position peaked at $8.83M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.