Millstone Evans Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Millstone Evans 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	$114K	Hold	1,093	–	–	0.06%	225
2026 Q1	$106K	Hold	1,093	–	–	0.06%	222
2025 Q4	$113K	Hold	1,093	–	–	0.07%	216
2025 Q3	$108K	Hold	1,093	–	–	0.07%	203
2025 Q2	$103K	Buy	+1,093	New	+$95.9K	0.07%	194

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Millstone Evans Group's MOAT Position: Q2 2026 in Review

Millstone Evans Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 1,093 shares worth $114K. The position accounts for 0.06% of the portfolio, ranked #225.

Millstone Evans Group first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Millstone Evans Group held 1,093 shares of VanEck Morningstar Wide Moat ETF worth $114K as of Q2 2026.
Millstone Evans Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #225 holding.
Millstone Evans Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
614 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.