Strategic Investment Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Strategic Investment Solutions’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	$1.05M	Buy	10,058 +94	+0.9%	+$9.5K	0.24%	71
2026 Q1	$963K	Sell	9,964 -16	-0.2%	-$1.66K	0.23%	68
2025 Q4	$1.03M	Buy	9,980 +13	+0.1%	+$1.33K	0.25%	66
2025 Q3	$988K	Sell	9,967 -7	-0.1%	-$683	0.26%	63
2025 Q2	$935K	Sell	9,974 -33	-0.3%	-$2.9K	0.28%	65
2025 Q1	$881K	Sell	10,007 -1,842	-16%	-$170K	0.26%	55
2024 Q4	$1.09M	Buy	11,849 +548	+5%	+$52.8K	0.37%	47
2024 Q3	$1.1M	Buy	11,301 +5,035	+80%	+$460K	0.33%	51
2024 Q2	$434K	Buy	+6,266	New	+$544K	0.14%	67
2023 Q4	$919K	Sell	10,830 -304,472	-97%	-$23.6M	0.16%	70
2023 Q3	$25.1M	Buy	315,302 +311,212	+7,609%	+$24.8M	0.31%	51
2023 Q2	$310K	Hold	4,090	–	–	0.06%	100
2023 Q1	$302K	Hold	4,090	–	–	0.06%	136
2022 Q4	$311K	Buy	+4,090	New	+$265K	0.15%	72

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 Investment Solutions's MOAT Position: Q2 2026 in Review

Strategic Investment Solutions increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.94% in Q2 2026, buying an estimated $9.5K and bringing the position to 10,058 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #71.

Strategic Investment Solutions first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.1M in Q3 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Strategic Investment Solutions held 10,058 shares of VanEck Morningstar Wide Moat ETF worth $1.05M as of Q2 2026.
Strategic Investment Solutions bought 94 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $9.5K.
VanEck Morningstar Wide Moat ETF made up 0.24% of Strategic Investment Solutions's portfolio in Q2 2026, its #71 holding.
Strategic Investment Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's VanEck Morningstar Wide Moat ETF position peaked at $25.1M in Q3 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.