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

Sax 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	$624K	Buy	6,455 +339	+6%	+$34.3K	0.03%	297
2026 Q1	$633K	Sell	6,116 -1,545	-20%	-$160K	0.03%	250
2025 Q4	$793K	Buy	7,661 +22	+0.3%	+$2.25K	0.04%	229
2025 Q3	$757K	Sell	7,639 -409	-5%	-$39.9K	0.04%	215
2025 Q2	$755K	Hold	8,048	–	–	0.05%	205
2025 Q1	$708K	Hold	8,048	–	–	0.05%	176
2024 Q4	$746K	Buy	8,048 +28	+0.3%	+$2.7K	0.06%	151
2024 Q3	$778K	Buy	8,020 +3	+0%	+$274	0.07%	112
2024 Q2	$694K	Buy	8,017 +890	+12%	+$77.3K	0.07%	116
2024 Q1	$641K	Buy	7,127 +3,011	+73%	+$258K	0.07%	100
2023 Q4	$349K	Buy	4,116 +725	+21%	+$56.3K	0.06%	138
2023 Q3	$257K	Buy	+3,391	New	+$270K	0.05%	151

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

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

Sax Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.5% in Q2 2026, buying an estimated $34.3K and bringing the position to 6,455 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #297.

Sax Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $793K in Q4 2025. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sax Wealth Advisors held 6,455 shares of VanEck Morningstar Wide Moat ETF worth $624K as of Q2 2026.
Sax Wealth Advisors bought 339 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $34.3K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #297 holding.
Sax Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Sax Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $793K in Q4 2025.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.