New England Private Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

New England Private Wealth 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	$17.1M	Sell	163,882 -8,201	-5%	-$829K	1.66%	17
2026 Q1	$16.6M	Sell	172,083 -6,389	-4%	-$662K	1.92%	13
2025 Q4	$18.5M	Sell	178,472 -1,044	-0.6%	-$107K	2.3%	11
2025 Q3	$17.8M	Buy	179,516 +16,582	+10%	+$1.62M	2.34%	10
2025 Q2	$16M	Sell	162,934 -10,463	-6%	-$918K	2.34%	9
2025 Q1	$15.3M	Sell	173,397 -4,089	-2%	-$376K	2.36%	10
2024 Q4	$16.5M	Sell	177,486 -48,851	-22%	-$4.71M	2.61%	10
2024 Q3	$21.9M	Sell	226,337 -18,890	-8%	-$1.73M	3.54%	7
2024 Q2	$21.2M	Sell	245,227 -916	-0.4%	-$79.6K	3.71%	7
2024 Q1	$22.1M	Buy	246,143 +2,115	+0.9%	+$181K	3.88%	6
2023 Q4	$20.7M	Buy	244,028 +70,630	+41%	+$5.48M	3.82%	6
2023 Q3	$13.2M	Buy	173,398 +95,223	+122%	+$7.58M	2.74%	10
2023 Q2	$6.24M	Buy	+78,175	New	+$5.88M	1.26%	26

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

New England Private Wealth Advisors's MOAT Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.8% in Q2 2026, selling an estimated $829K and leaving 163,882 shares worth $17.1M. The position accounts for 1.66% of the portfolio, ranked #17.

New England Private Wealth Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.1M in Q1 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

New England Private Wealth Advisors held 163,882 shares of VanEck Morningstar Wide Moat ETF worth $17.1M as of Q2 2026.
New England Private Wealth Advisors sold 8,201 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $829K.
VanEck Morningstar Wide Moat ETF made up 1.66% of New England Private Wealth Advisors's portfolio in Q2 2026, its #17 holding.
New England Private Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
New England Private Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $22.1M in Q1 2024.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.