Sloy Dahl & Holst’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sloy Dahl & Holst’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	$200K	Buy	+1,925	New	+$195K	0.02%	120

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

Sloy Dahl & Holst's MOAT Position: Q2 2026 in Review

Sloy Dahl & Holst opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 1,925 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #120 among its holdings.

728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sloy Dahl & Holst held 1,925 shares of VanEck Morningstar Wide Moat ETF worth $200K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Sloy Dahl & Holst position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of Sloy Dahl & Holst's portfolio in Q2 2026, its #120 holding.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.