Phoenix Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Phoenix Financial’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	$211K	Buy	+2,030	New	+$205K	﹤0.01%	499
2025 Q1	–	Sell	-3,765	Closed	-$349K	–	403
2024 Q4	$349K	Sell	3,765 -7,166	-66%	-$690K	﹤0.01%	296
2024 Q3	$1.06M	Sell	10,931 -1,770	-14%	-$162K	0.02%	216
2024 Q2	$1.1M	Sell	12,701 -5,100	-29%	-$443K	0.02%	211
2024 Q1	$1.6M	Sell	17,801 -13,669	-43%	-$1.17M	0.02%	203
2023 Q4	$2.67M	Sell	31,470 -15,483	-33%	-$1.2M	0.04%	172
2023 Q3	$3.56M	Buy	46,953 +14,549	+45%	+$1.16M	0.07%	136
2023 Q2	$2.59M	Buy	+32,404	New	+$2.44M	0.05%	137

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

Phoenix Financial's MOAT Position: Q2 2026 in Review

Phoenix Financial opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,030 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in MOAT as recently as Q4 2024.

Phoenix Financial first reported a position in MOAT in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.56M in Q3 2023. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Phoenix Financial held 2,030 shares of VanEck Morningstar Wide Moat ETF worth $211K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Phoenix Financial position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #499 holding.
Phoenix Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 8 quarters since.
Phoenix Financial's VanEck Morningstar Wide Moat ETF position peaked at $3.56M in Q3 2023.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.