Markowski Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Markowski Investments’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	$10.4K	Buy	+100	New	+$10.1K	﹤0.01%	389

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Markowski Investments's MOAT Position: Q2 2026 in Review

Markowski Investments opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 100 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

614 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Markowski Investments held 100 shares of VanEck Morningstar Wide Moat ETF worth $10.4K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Markowski Investments position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #389 holding.
614 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.