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

Red Mountain 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	$293K	Hold	2,815	–	–	0.25%	67
2026 Q1	$272K	Hold	2,815	–	–	0.26%	62
2025 Q4	$292K	Sell	2,815 -17	-0.6%	-$1.74K	0.29%	58
2025 Q3	$281K	Sell	2,832 -60	-2%	-$5.85K	0.28%	55
2025 Q2	$271K	Hold	2,892	–	–	0.3%	53
2025 Q1	$254K	Hold	2,892	–	–	0.31%	54
2024 Q4	$268K	Buy	2,892 +275	+11%	+$26.5K	0.29%	51
2024 Q3	$254K	Buy	2,617 +105	+4%	+$9.6K	0.27%	52
2024 Q2	$218K	Buy	+2,512	New	+$218K	0.26%	57
2023 Q4	$217K	Buy	+2,562	New	+$199K	0.34%	58

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

Red Mountain Financial's MOAT Position: Q2 2026 in Review

Red Mountain Financial held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,815 shares worth $293K. The position accounts for 0.25% of the portfolio, ranked #67.

Red Mountain Financial first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Red Mountain Financial held 2,815 shares of VanEck Morningstar Wide Moat ETF worth $293K as of Q2 2026.
Red Mountain Financial left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.25% of Red Mountain Financial's portfolio in Q2 2026, its #67 holding.
Red Mountain Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.