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

Rollins 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	$1.51M	Sell	14,497 -105	-0.7%	-$10.6K	0.2%	61
2026 Q1	$1.41M	Sell	14,602 -1,453	-9%	-$151K	0.22%	59
2025 Q4	$1.66M	Sell	16,055 -550	-3%	-$56.2K	0.24%	49
2025 Q3	$1.65M	Sell	16,605 -1,400	-8%	-$137K	0.25%	52
2025 Q2	$1.69M	Sell	18,005 -3,300	-15%	-$289K	0.27%	49
2025 Q1	$1.87M	Sell	21,305 -4,019	-16%	-$370K	0.33%	45
2024 Q4	$2.35M	Sell	25,324 -3,084	-11%	-$297K	0.37%	38
2024 Q3	$2.75M	Sell	28,408 -6,925	-20%	-$633K	0.46%	35
2024 Q2	$3.06M	Sell	35,333 -11,375	-24%	-$988K	0.53%	28
2024 Q1	$4.2M	Buy	46,708 +180	+0.4%	+$15.4K	0.79%	25
2023 Q4	$3.95M	Buy	+46,528	New	+$3.61M	0.82%	21

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

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

Rollins Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.72% in Q2 2026, selling an estimated $10.6K and leaving 14,497 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #61.

Rollins Financial Advisors first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Rollins Financial Advisors held 14,497 shares of VanEck Morningstar Wide Moat ETF worth $1.51M as of Q2 2026.
Rollins Financial Advisors sold 105 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $10.6K.
VanEck Morningstar Wide Moat ETF made up 0.2% of Rollins Financial Advisors's portfolio in Q2 2026, its #61 holding.
Rollins Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Rollins Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $4.2M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.