MWM
MOAT icon

Mission Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mission Wealth Management’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 		$11.1M Buy
106,524
+103,405
+3,315% +$10.5M 0.14% 99
2026
Q1 		$302K Hold
3,119
– – 0.01% 606
2025
Q4 		$323K Buy
+3,119
New +$319K 0.01% 596
2025
Q3 		– Sell
-5,869
Closed -$550K – 730
2025
Q2 		$550K Sell
5,869
-3,681
-39% -$323K 0.01% 453
2025
Q1 		$840K Sell
9,550
-1,013
-10% -$93.2K 0.02% 343
2024
Q4 		$979K Buy
10,563
+52
+0.5% +$5.01K 0.02% 293
2024
Q3 		$1.02M Buy
10,511
+298
+3% +$27.3K 0.02% 294
2024
Q2 		$885K Sell
10,213
-153,173
-94% -$13.3M 0.02% 299
2024
Q1 		$14.7M Buy
163,386
+156,758
+2,365% +$13.4M 0.39% 36
2023
Q4 		$563K Buy
+6,628
New +$515K 0.02% 346

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Mission Wealth Management's MOAT Position: Q2 2026 in Review

Mission Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3,315% in Q2 2026, buying an estimated $10.5M and bringing the position to 106,524 shares worth $11.1M. The position accounts for 0.14% of the portfolio, ranked #99.

Mission Wealth Management first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.7M in Q1 2024. 186 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Mission Wealth Management held 106,524 shares of VanEck Morningstar Wide Moat ETF worth $11.1M as of Q2 2026.
  • Mission Wealth Management bought 103,405 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $10.5M.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Mission Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Mission Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
  • Mission Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $14.7M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.