MSH Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

MSH Capital 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	$229K	Hold	2,198	–	–	0.04%	292
2026 Q1	$213K	Sell	2,198 -6	-0.3%	-$622	0.05%	262
2025 Q4	$228K	Buy	2,204 +25	+1%	+$2.55K	0.05%	250
2025 Q3	$216K	Hold	2,179	–	–	0.06%	235
2025 Q2	$204K	Buy	+2,179	New	+$191K	0.06%	233
2024 Q4	–	Sell	-2,113	Closed	-$205K	–	232
2024 Q3	$205K	Buy	+2,113	New	+$193K	0.06%	221

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

MSH Capital Advisors's MOAT Position: Q2 2026 in Review

MSH Capital Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,198 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #292.

MSH Capital Advisors first reported a position in MOAT in Q3 2024 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

MSH Capital Advisors held 2,198 shares of VanEck Morningstar Wide Moat ETF worth $229K as of Q2 2026.
MSH Capital Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.04% of MSH Capital Advisors's portfolio in Q2 2026, its #292 holding.
MSH Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.