Philip James Wealth Mangement’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Philip James Wealth Mangement’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	$8.27M	Sell	79,605 -2,012	-2%	-$203K	0.93%	24
2026 Q1	$7.89M	Sell	81,617 -38,017	-32%	-$3.94M	0.91%	24
2025 Q4	$12.4M	Buy	119,634 +1,482	+1%	+$151K	1.44%	14
2025 Q3	$11.7M	Sell	118,152 -50,403	-30%	-$4.92M	1.37%	15
2025 Q2	$15.8M	Buy	168,555 +1,568	+0.9%	+$138K	2.02%	6
2025 Q1	$14.7M	Sell	166,987 -49	-0%	-$4.51K	1.79%	7
2024 Q4	$15.5M	Buy	167,036 +3,761	+2%	+$362K	2%	7
2024 Q3	$15.8M	Buy	163,275 +2,293	+1%	+$210K	1.94%	6
2024 Q2	$13.9M	Buy	160,982 +22,113	+16%	+$1.92M	9.28%	2
2024 Q1	$12.5M	Buy	138,869 +6,645	+5%	+$570K	8.84%	2
2023 Q4	$11.2M	Buy	+132,224	New	+$10.3M	8.69%	2

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

Philip James Wealth Mangement's MOAT Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.5% in Q2 2026, selling an estimated $203K and leaving 79,605 shares worth $8.27M. The position accounts for 0.93% of the portfolio, ranked #24.

Philip James Wealth Mangement first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Philip James Wealth Mangement held 79,605 shares of VanEck Morningstar Wide Moat ETF worth $8.27M as of Q2 2026.
Philip James Wealth Mangement sold 2,012 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $203K.
VanEck Morningstar Wide Moat ETF made up 0.93% of Philip James Wealth Mangement's portfolio in Q2 2026, its #24 holding.
Philip James Wealth Mangement first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Philip James Wealth Mangement's VanEck Morningstar Wide Moat ETF position peaked at $15.8M in Q3 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.