Strategic Family Wealth Counselors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Strategic Family Wealth Counselors’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	$507K	Buy	4,876 +76	+2%	+$7.68K	0.12%	104
2026 Q1	$464K	Hold	4,800	–	–	0.12%	99
2025 Q4	$507K	Buy	4,800 +81	+2%	+$8.27K	0.11%	118
2025 Q3	$468K	Buy	4,719 +153	+3%	+$14.9K	0.12%	101
2025 Q2	$428K	Buy	+4,566	New	+$401K	0.12%	102

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

Strategic Family Wealth Counselors's MOAT Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q2 2026, buying an estimated $7.68K and bringing the position to 4,876 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #104.

Strategic Family Wealth Counselors first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Strategic Family Wealth Counselors held 4,876 shares of VanEck Morningstar Wide Moat ETF worth $507K as of Q2 2026.
Strategic Family Wealth Counselors bought 76 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $7.68K.
VanEck Morningstar Wide Moat ETF made up 0.12% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #104 holding.
Strategic Family Wealth Counselors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.