Rooted Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rooted Wealth 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	$626K	Sell	6,022 -3,912	-39%	-$395K	0.15%	85
2026 Q1	$1.02M	Sell	9,934 -794	-7%	-$82.3K	0.27%	60
2025 Q4	$1.13M	Sell	10,728 -10,213	-49%	-$1.04M	0.32%	54
2025 Q3	$2.12M	Sell	20,941 -12,855	-38%	-$1.25M	0.65%	30
2025 Q2	$3.26M	Sell	33,796 -6,902	-17%	-$605K	1.13%	21
2025 Q1	$3.2M	Buy	40,698 +2,796	+7%	+$257K	1.38%	19
2024 Q4	$3.51M	Buy	37,902 +3,439	+10%	+$331K	1.37%	16
2024 Q3	$3.29M	Sell	34,463 -33,620	-49%	-$3.07M	1.47%	14
2024 Q2	$6.03M	Buy	68,083 +6,368	+10%	+$553K	2.66%	11
2024 Q1	$5.45M	Buy	61,715 +2,262	+4%	+$194K	2.69%	11
2023 Q4	$5.02M	Buy	59,453 +8,241	+16%	+$640K	2.63%	11
2023 Q3	$3.96M	Buy	51,212 +40,825	+393%	+$3.25M	2.44%	12
2023 Q2	$825K	Buy	+10,387	New	+$782K	0.56%	31

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

Rooted Wealth Advisors's MOAT Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 39% in Q2 2026, selling an estimated $395K and leaving 6,022 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #85.

Rooted Wealth Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.03M in Q2 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Rooted Wealth Advisors held 6,022 shares of VanEck Morningstar Wide Moat ETF worth $626K as of Q2 2026.
Rooted Wealth Advisors sold 3,912 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $395K.
VanEck Morningstar Wide Moat ETF made up 0.15% of Rooted Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Rooted Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
Rooted Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $6.03M in Q2 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.