Money Concepts Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Money Concepts Capital’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	$3.75M	Sell	36,116 -3,363	-9%	-$340K	0.17%	127
2026 Q1	$3.82M	Buy	+39,479	New	+$4.09M	0.21%	105
2025 Q2	–	Sell	-5,188	Closed	-$457K	–	451
2025 Q1	$457K	Buy	5,188 +322	+7%	+$29.6K	0.03%	307
2024 Q4	$451K	Sell	4,866 -878	-15%	-$84.6K	0.03%	306
2024 Q3	$557K	Sell	5,744 -134	-2%	-$12.3K	0.04%	284
2024 Q2	$509K	Sell	5,878 -1,702	-22%	-$148K	0.04%	285
2024 Q1	$681K	Buy	7,580 +427	+6%	+$36.6K	0.06%	251
2023 Q4	$607K	Sell	7,153 -4,637	-39%	-$360K	0.06%	245
2023 Q3	$894K	Buy	+11,790	New	+$939K	0.09%	205
2023 Q1	–	Sell	-20,516	Closed	-$1.33M	–	1948
2022 Q4	$1.33M	Buy	20,516 +19,770	+2,650%	+$1.28M	0.06%	243
2022 Q3	$45K	Hold	746	–	–	﹤0.01%	733
2022 Q2	$48K	Sell	746 -16,953	-96%	-$1.16M	﹤0.01%	710
2022 Q1	$1.32M	Buy	17,699 +17,024	+2,522%	+$1.25M	0.07%	254
2021 Q4	$51K	Buy	+675	New	+$51.2K	﹤0.01%	593
2021 Q1	$1.64M	Buy	23,615 +22,970	+3,561%	+$1.51M	0.13%	165
2020 Q4	$40K	Buy	+645	New	+$38K	﹤0.01%	536

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

Money Concepts Capital's MOAT Position: Q2 2026 in Review

Money Concepts Capital reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.5% in Q2 2026, selling an estimated $340K and leaving 36,116 shares worth $3.75M. The position accounts for 0.17% of the portfolio, ranked #127.

Money Concepts Capital first reported a position in MOAT in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.82M in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Money Concepts Capital held 36,116 shares of VanEck Morningstar Wide Moat ETF worth $3.75M as of Q2 2026.
Money Concepts Capital sold 3,363 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $340K.
VanEck Morningstar Wide Moat ETF made up 0.17% of Money Concepts Capital's portfolio in Q2 2026, its #127 holding.
Money Concepts Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 16 quarters since.
Money Concepts Capital's VanEck Morningstar Wide Moat ETF position peaked at $3.82M in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.