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

New Insight 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	$296K	Buy	2,852 +217	+8%	+$21.9K	0.09%	101
2026 Q1	$255K	Sell	2,635 -675	-20%	-$70K	0.09%	98
2025 Q4	$343K	Sell	3,310 -217	-6%	-$22.2K	0.12%	89
2025 Q3	$350K	Sell	3,527 -153	-4%	-$14.9K	0.13%	87
2025 Q2	$345K	Sell	3,680 -1,610	-30%	-$141K	0.14%	83
2025 Q1	$466K	Hold	5,290	–	–	0.21%	63
2024 Q4	$491K	Hold	5,290	–	–	0.25%	54
2024 Q3	$513K	Hold	5,290	–	–	0.27%	47
2024 Q2	$458K	Hold	5,290	–	–	0.27%	47
2024 Q1	$476K	Hold	5,290	–	–	0.3%	44
2023 Q4	$449K	Buy	+5,290	New	+$411K	0.3%	47

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 Insight Wealth Advisors's MOAT Position: Q2 2026 in Review

New Insight Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.2% in Q2 2026, buying an estimated $21.9K and bringing the position to 2,852 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #101.

New Insight Wealth Advisors first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $513K in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

New Insight Wealth Advisors held 2,852 shares of VanEck Morningstar Wide Moat ETF worth $296K as of Q2 2026.
New Insight Wealth Advisors bought 217 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $21.9K.
VanEck Morningstar Wide Moat ETF made up 0.09% of New Insight Wealth Advisors's portfolio in Q2 2026, its #101 holding.
New Insight Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $513K in Q3 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.