Mount Yale Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mount Yale Investment Advisors’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	$1.05M	Buy	10,053 +2,946	+41%	+$298K	0.02%	573
2026 Q1	$687K	Buy	+7,107	New	+$737K	0.02%	614
2025 Q3	–	Sell	-6,690	Closed	-$627K	–	1238
2025 Q2	$627K	Buy	+6,690	New	+$587K	0.05%	295
2019 Q3	–	Sell	-4,613	Closed	-$220K	–	321
2019 Q2	$220K	Sell	4,613 -82	-2%	-$3.88K	0.04%	285
2019 Q1	$219K	Hold	4,695	–	–	0.04%	281
2018 Q4	$213K	Buy	+4,695	New	+$209K	0.04%	289

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

Mount Yale Investment Advisors's MOAT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 41% in Q2 2026, buying an estimated $298K and bringing the position to 10,053 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #573.

Mount Yale Investment Advisors first reported a position in MOAT in Q4 2018 and has held it in 6 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Mount Yale Investment Advisors held 10,053 shares of VanEck Morningstar Wide Moat ETF worth $1.05M as of Q2 2026.
Mount Yale Investment Advisors bought 2,946 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $298K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #573 holding.
Mount Yale Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 6 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.