Midwest Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Midwest Financial Group’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	$6.45M	Buy	61,996 +4,310	+7%	+$436K	2.26%	12
2026 Q1	$5.58M	Buy	57,686 +772	+1%	+$80K	2.38%	11
2025 Q4	$5.89M	Buy	56,914 +30	+0.1%	+$3.06K	2.6%	10
2025 Q3	$5.64M	Sell	56,884 -247	-0.4%	-$24.1K	2.69%	9
2025 Q2	$5.36M	Buy	57,131 +257	+0.5%	+$22.5K	2.82%	9
2025 Q1	$5M	Buy	56,874 +1,383	+2%	+$127K	2.91%	8
2024 Q4	$5.15M	Sell	55,491 -832	-1%	-$80.1K	2.95%	8
2024 Q3	$5.46M	Buy	56,323 +1,460	+3%	+$134K	3.21%	9
2024 Q2	$4.75M	Buy	54,863 +14,064	+34%	+$1.22M	3.02%	8
2024 Q1	$3.67M	Buy	40,799 +12,420	+44%	+$1.07M	2.46%	13
2023 Q4	$2.41M	Buy	+28,379	New	+$2.2M	1.8%	14

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

Midwest Financial Group's MOAT Position: Q2 2026 in Review

Midwest Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.5% in Q2 2026, buying an estimated $436K and bringing the position to 61,996 shares worth $6.45M. The position accounts for 2.26% of the portfolio, ranked #12.

Midwest Financial Group first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Midwest Financial Group held 61,996 shares of VanEck Morningstar Wide Moat ETF worth $6.45M as of Q2 2026.
Midwest Financial Group bought 4,310 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $436K.
VanEck Morningstar Wide Moat ETF made up 2.26% of Midwest Financial Group's portfolio in Q2 2026, its #12 holding.
Midwest Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.