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

OakTrust 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 		$724K Buy
6,960
+1
+0% +$101 0.62% 26
2026
Q1 		$673K Buy
6,959
+749
+12% +$77.6K 0.61% 26
2025
Q4 		$643K Buy
+6,210
New +$634K 0.59% 30

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

OakTrust Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.01% in Q2 2026, buying an estimated $101 and bringing the position to 6,960 shares worth $724K. The position accounts for 0.62% of the portfolio, ranked #26.

OakTrust Wealth Advisors first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 727 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • OakTrust Wealth Advisors held 6,960 shares of VanEck Morningstar Wide Moat ETF worth $724K as of Q2 2026.
  • OakTrust Wealth Advisors bought 1 VanEck Morningstar Wide Moat ETF share in Q2 2026, an estimated $101.
  • VanEck Morningstar Wide Moat ETF made up 0.62% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • OakTrust Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 727 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.