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

Trajan Wealth’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	$3.57M	Buy	34,326 +525	+2%	+$53.1K	0.13%	95
2026 Q1	$3.27M	Buy	33,801 +368	+1%	+$38.1K	0.13%	95
2025 Q4	$3.46M	Sell	33,433 -2,142	-6%	-$219K	0.14%	93
2025 Q3	$3.53M	Sell	35,575 -2,161	-6%	-$211K	0.15%	96
2025 Q2	$3.54M	Sell	37,736 -567	-1%	-$49.7K	0.17%	94
2025 Q1	$3.37M	Sell	38,303 -477	-1%	-$43.9K	0.18%	96
2024 Q4	$3.6M	Sell	38,780 -545	-1%	-$52.5K	0.2%	98
2024 Q3	$3.81M	Sell	39,325 -124	-0.3%	-$11.3K	0.22%	93
2024 Q2	$3.42M	Sell	39,449 -37	-0.1%	-$3.21K	0.22%	92
2024 Q1	$3.55M	Buy	+39,486	New	+$3.39M	0.24%	93

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

Trajan Wealth's MOAT Position: Q2 2026 in Review

Trajan Wealth increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q2 2026, buying an estimated $53.1K and bringing the position to 34,326 shares worth $3.57M. The position accounts for 0.13% of the portfolio, ranked #95.

Trajan Wealth first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.81M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Trajan Wealth held 34,326 shares of VanEck Morningstar Wide Moat ETF worth $3.57M as of Q2 2026.
Trajan Wealth bought 525 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $53.1K.
VanEck Morningstar Wide Moat ETF made up 0.13% of Trajan Wealth's portfolio in Q2 2026, its #95 holding.
Trajan Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Trajan Wealth's VanEck Morningstar Wide Moat ETF position peaked at $3.81M in Q3 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.