MPWM Advisory Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MPWM Advisory Solutions’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	$34.8K	Hold	335	–	–	0.02%	233
2026 Q1	$32.4K	Buy	+335	New	+$34.7K	0.02%	230
2025 Q1	–	Sell	-17,162	Closed	-$1.59M	–	755
2024 Q4	$1.59M	Buy	+17,162	New	+$1.65M	1.16%	20

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

MPWM Advisory Solutions's MOAT Position: Q2 2026 in Review

MPWM Advisory Solutions held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 335 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #233.

MPWM Advisory Solutions first reported a position in MOAT in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

MPWM Advisory Solutions held 335 shares of VanEck Morningstar Wide Moat ETF worth $34.8K as of Q2 2026.
MPWM Advisory Solutions left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #233 holding.
MPWM Advisory Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 3 quarters since.
MPWM Advisory Solutions's VanEck Morningstar Wide Moat ETF position peaked at $1.59M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.