Richards, Merrill & Peterson’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Richards, Merrill & Peterson’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	$20.8K	Hold	200	–	–	0.01%	265
2026 Q1	$19.3K	Hold	200	–	–	0.01%	257
2025 Q4	$20.7K	Hold	200	–	–	0.01%	245
2025 Q3	$19.8K	Buy	+200	New	+$19.5K	0.01%	202
2025 Q2	–	Sell	-200	Closed	-$17.6K	–	366
2025 Q1	$17.6K	Hold	200	–	–	0.01%	349
2024 Q4	$18.5K	Buy	+200	New	+$19.3K	0.01%	335

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

Richards, Merrill & Peterson's MOAT Position: Q2 2026 in Review

Richards, Merrill & Peterson held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 200 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #265.

Richards, Merrill & Peterson first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Richards, Merrill & Peterson held 200 shares of VanEck Morningstar Wide Moat ETF worth $20.8K as of Q2 2026.
Richards, Merrill & Peterson left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #265 holding.
Richards, Merrill & Peterson first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.