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

Pure Financial 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	$279K	Sell	2,683 -264	-9%	-$26.7K	﹤0.01%	525
2026 Q1	$285K	Buy	2,947 +354	+14%	+$36.7K	﹤0.01%	466
2025 Q4	$269K	Hold	2,593	–	–	﹤0.01%	445
2025 Q3	$257K	Sell	2,593 -325	-11%	-$31.7K	﹤0.01%	430
2025 Q2	$274K	Buy	+2,918	New	+$256K	﹤0.01%	397

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

Pure Financial Advisors's MOAT Position: Q2 2026 in Review

Pure Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9% in Q2 2026, selling an estimated $26.7K and leaving 2,683 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Pure Financial Advisors first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Pure Financial Advisors held 2,683 shares of VanEck Morningstar Wide Moat ETF worth $279K as of Q2 2026.
Pure Financial Advisors sold 264 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $26.7K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #525 holding.
Pure Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
Pure Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $285K in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.