MGO One Seven’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MGO One Seven’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	$406K	Sell	3,906 -393	-9%	-$39.7K	0.01%	1072
2026 Q1	$416K	Buy	4,299 +890	+26%	+$92.3K	0.01%	988
2025 Q4	$353K	Sell	3,409 -265	-7%	-$27.1K	0.01%	1040
2025 Q3	$364K	Buy	3,674 +132	+4%	+$12.9K	0.01%	943
2025 Q2	$332K	Buy	3,542 +546	+18%	+$47.9K	0.01%	895
2025 Q1	$264K	Buy	2,996 +76	+3%	+$6.99K	0.01%	872
2024 Q4	$271K	Sell	2,920 -9	-0.3%	-$867	0.01%	886
2024 Q3	$284K	Sell	2,929 -159	-5%	-$14.5K	0.01%	787
2024 Q2	$267K	Buy	+3,088	New	+$268K	0.01%	807
2023 Q4	–	Sell	-3,050	Closed	-$231K	–	941
2023 Q3	$231K	Buy	+3,050	New	+$243K	0.02%	720

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

MGO One Seven's MOAT Position: Q2 2026 in Review

MGO One Seven reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.1% in Q2 2026, selling an estimated $39.7K and leaving 3,906 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #1072.

MGO One Seven first reported a position in MOAT in Q3 2023 and has held it in 10 quarters since. The position peaked at $416K in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

MGO One Seven held 3,906 shares of VanEck Morningstar Wide Moat ETF worth $406K as of Q2 2026.
MGO One Seven sold 393 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $39.7K.
VanEck Morningstar Wide Moat ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1072 holding.
MGO One Seven first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 10 quarters since.
MGO One Seven's VanEck Morningstar Wide Moat ETF position peaked at $416K in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.