Nalls Sherbakoff Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Nalls Sherbakoff 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	$156K	Hold	1,500	–	–	0.11%	107
2026 Q1	$145K	Sell	1,500 -700	-32%	-$72.6K	0.11%	118
2025 Q4	$228K	Hold	2,200	–	–	0.16%	92
2025 Q3	$218K	Hold	2,200	–	–	0.15%	97
2025 Q2	$206K	Buy	+2,200	New	+$193K	0.15%	94

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

Nalls Sherbakoff Group's MOAT Position: Q2 2026 in Review

Nalls Sherbakoff Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 1,500 shares worth $156K. The position accounts for 0.11% of the portfolio, ranked #107.

Nalls Sherbakoff Group first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $228K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Nalls Sherbakoff Group held 1,500 shares of VanEck Morningstar Wide Moat ETF worth $156K as of Q2 2026.
Nalls Sherbakoff Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.11% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #107 holding.
Nalls Sherbakoff Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
Nalls Sherbakoff Group's VanEck Morningstar Wide Moat ETF position peaked at $228K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.