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

RDA Financial Network’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 		$3.68M Buy
35,413
+150
+0.4% +$15.2K 0.8% 32
2026
Q1 		$3.41M Sell
35,263
-21
-0.1% -$2.18K 0.85% 23
2025
Q4 		$3.65M Buy
35,284
+525
+2% +$53.6K 0.88% 24
2025
Q3 		$3.44M Sell
34,759
-121
-0.3% -$11.8K 0.85% 25
2025
Q2 		$3.27M Sell
34,880
-340
-1% -$29.8K 0.88% 22
2025
Q1 		$3.1M Buy
35,220
+1,521
+5% +$140K 0.92% 24
2024
Q4 		$3.12M Sell
33,699
-26,329
-44% -$2.54M 0.91% 23
2024
Q3 		$5.82M Buy
60,028
+1,083
+2% +$99K 1.81% 11
2024
Q2 		$5.11M Buy
58,945
+5,125
+10% +$445K 1.67% 11
2024
Q1 		$4.84M Buy
53,820
+5,615
+12% +$482K 1.66% 11
2023
Q4 		$4.09M Buy
48,205
+25,120
+109% +$1.95M 1.55% 12
2023
Q3 		$1.75M Buy
23,085
+730
+3% +$58.1K 0.76% 37
2023
Q2 		$1.78M Buy
22,355
+925
+4% +$69.6K 0.75% 39
2023
Q1 		$1.58M Buy
21,430
+710
+3% +$50.4K 0.72% 41
2022
Q4 		$1.34M Hold
20,720
– – 0.68% 50
2022
Q3 		$1.24M Buy
20,720
+118
+0.6% +$7.93K 0.68% 49
2022
Q2 		$1.31M Sell
20,602
-260
-1% -$17.8K 0.66% 50
2022
Q1 		$1.56M Buy
20,862
+2,775
+15% +$204K 0.66% 49
2021
Q4 		$1.38M Buy
18,087
+596
+3% +$45.2K 0.56% 54
2021
Q3 		$1.28M Buy
17,491
+835
+5% +$62.9K 0.56% 54
2021
Q2 		$1.23M Buy
16,656
+525
+3% +$38.2K 0.54% 56
2021
Q1 		$1.12M Buy
16,131
+460
+3% +$30.3K 0.48% 61
2020
Q4 		$972K Buy
15,671
+252
+2% +$14.8K 0.44% 64
2020
Q3 		$842K Buy
15,419
+3,255
+27% +$178K 0.38% 70
2020
Q2 		$635K Buy
12,164
+400
+3% +$19.9K 0.32% 84
2020
Q1 		$515K Sell
11,764
-520
-4% -$26.7K 0.31% 85
2019
Q4 		$673K Buy
12,284
+1,081
+10% +$57.2K 0.27% 94
2019
Q3 		$604K Buy
11,203
+478
+4% +$23.4K 0.26% 99
2019
Q2 		$519K Buy
10,725
+1,225
+13% +$58K 0.23% 110
2019
Q1 		$457K Buy
+9,500
New +$429K 0.22% 111

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

RDA Financial Network's MOAT Position: Q2 2026 in Review

RDA Financial Network increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.43% in Q2 2026, buying an estimated $15.2K and bringing the position to 35,413 shares worth $3.68M. The position accounts for 0.8% of the portfolio, ranked #32.

RDA Financial Network first reported a position in MOAT in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.82M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • RDA Financial Network held 35,413 shares of VanEck Morningstar Wide Moat ETF worth $3.68M as of Q2 2026.
  • RDA Financial Network bought 150 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $15.2K.
  • VanEck Morningstar Wide Moat ETF made up 0.8% of RDA Financial Network's portfolio in Q2 2026, its #32 holding.
  • RDA Financial Network first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's VanEck Morningstar Wide Moat ETF position peaked at $5.82M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.