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

Physician 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	$30.1K	Hold	290	–	–	﹤0.01%	550
2026 Q1	$28K	Buy	290 +6	+2%	+$622	﹤0.01%	541
2025 Q4	$29.4K	Buy	284 +3	+1%	+$306	﹤0.01%	498
2025 Q3	$27.9K	Buy	281 +7	+3%	+$683	﹤0.01%	497
2025 Q2	$25.7K	Hold	274	–	–	﹤0.01%	468
2025 Q1	$24.1K	Buy	274 +8	+3%	+$736	﹤0.01%	455
2024 Q4	$24.7K	Buy	+266	New	+$25.6K	﹤0.01%	466

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Physician Wealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 290 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Physician Wealth Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Physician Wealth Advisors held 290 shares of VanEck Morningstar Wide Moat ETF worth $30.1K as of Q2 2026.
Physician Wealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #550 holding.
Physician Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
163 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.