SK Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SK Wealth Management’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	$893K	Sell	7,897 -1,883	-19%	-$190K	0.2%	43
2026 Q1	$948K	Sell	9,780 -1,376	-12%	-$143K	0.26%	39
2025 Q4	$1.17M	Sell	11,156 -131,205	-92%	-$13.4M	0.33%	37
2025 Q3	$14.3M	Sell	142,361 -45,444	-24%	-$4.43M	5.33%	6
2025 Q2	$18.1M	Sell	187,805 -21,680	-10%	-$1.9M	7.87%	4
2025 Q1	$16.8M	Sell	209,485 -28,111	-12%	-$2.59M	9.01%	4
2024 Q4	$22M	Buy	237,596 +100	+0%	+$9.63K	11.22%	3
2024 Q3	$22.3M	Buy	+237,496	New	+$21.7M	11.38%	3

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

SK Wealth Management's MOAT Position: Q2 2026 in Review

SK Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19% in Q2 2026, selling an estimated $190K and leaving 7,897 shares worth $893K. The position accounts for 0.2% of the portfolio, ranked #43.

SK Wealth Management first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.3M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

SK Wealth Management held 7,897 shares of VanEck Morningstar Wide Moat ETF worth $893K as of Q2 2026.
SK Wealth Management sold 1,883 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $190K.
VanEck Morningstar Wide Moat ETF made up 0.2% of SK Wealth Management's portfolio in Q2 2026, its #43 holding.
SK Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $22.3M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.