Summit Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Financial’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	$18.8M	Sell	181,107 -34,332	-16%	-$3.47M	0.21%	93
2026 Q1	$20.8M	Buy	215,439 +3,403	+2%	+$353K	0.27%	73
2025 Q4	$22M	Sell	212,036 -4,276	-2%	-$437K	0.32%	58
2025 Q3	$21.4M	Sell	216,312 -30,070	-12%	-$2.93M	0.33%	55
2025 Q2	$23.1M	Sell	246,382 -12,646	-5%	-$1.11M	0.52%	36
2025 Q1	$22.8M	Buy	259,028 +253,751	+4,809%	+$23.4M	0.64%	32
2024 Q4	$489K	Buy	+5,277	New	+$508K	0.02%	453

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

Summit Financial's MOAT Position: Q2 2026 in Review

Summit Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 16% in Q2 2026, selling an estimated $3.47M and leaving 181,107 shares worth $18.8M. The position accounts for 0.21% of the portfolio, ranked #93.

Summit Financial first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1M in Q2 2025. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Summit Financial held 181,107 shares of VanEck Morningstar Wide Moat ETF worth $18.8M as of Q2 2026.
Summit Financial sold 34,332 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.47M.
VanEck Morningstar Wide Moat ETF made up 0.21% of Summit Financial's portfolio in Q2 2026, its #93 holding.
Summit Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Summit Financial's VanEck Morningstar Wide Moat ETF position peaked at $23.1M in Q2 2025.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.