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

Mosaic 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	$344K	Hold	3,307	–	–	0.22%	94
2026 Q1	$320K	Hold	3,307	–	–	0.23%	94
2025 Q4	$342K	Buy	3,307 +993	+43%	+$101K	0.23%	88
2025 Q3	$229K	Hold	2,314	–	–	0.16%	110
2025 Q2	$217K	Hold	2,314	–	–	0.17%	106
2025 Q1	$204K	Hold	2,314	–	–	0.17%	114
2024 Q4	$215K	Buy	2,314 +31	+1%	+$2.99K	0.15%	113
2024 Q3	$221K	Hold	2,283	–	–	0.16%	114
2024 Q2	$198K	Hold	2,283	–	–	0.14%	117
2024 Q1	$205K	Buy	+2,283	New	+$196K	0.16%	118

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

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

Mosaic Financial Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,307 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #94.

Mosaic Financial Group first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Mosaic Financial Group held 3,307 shares of VanEck Morningstar Wide Moat ETF worth $344K as of Q2 2026.
Mosaic Financial Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.22% of Mosaic Financial Group's portfolio in Q2 2026, its #94 holding.
Mosaic Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.