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

Unique Wealth Strategies’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	$12.8M	Buy	123,130 +5,946	+5%	+$601K	4.65%	3
2026 Q1	$11.3M	Sell	117,184 -7,751	-6%	-$803K	4.6%	3
2025 Q4	$12.9M	Sell	124,935 -6,271	-5%	-$640K	5.04%	2
2025 Q3	$13M	Sell	131,206 -9,566	-7%	-$933K	5.04%	2
2025 Q2	$13.2M	Buy	140,772 +42,983	+44%	+$3.77M	5.49%	1
2025 Q1	$8.61M	Sell	97,789 -894	-0.9%	-$82.3K	3.91%	3
2024 Q4	$9.15M	Sell	98,683 -330	-0.3%	-$31.8K	3.98%	3
2024 Q3	$9.6M	Buy	99,013 +14,412	+17%	+$1.32M	4.05%	3
2024 Q2	$7.61M	Hold	84,601	–	–	3.56%	3
2024 Q1	$7.61M	Buy	+84,601	New	+$7.26M	3.72%	3

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Unique Wealth Strategies's MOAT Position: Q2 2026 in Review

Unique Wealth Strategies increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q2 2026, buying an estimated $601K and bringing the position to 123,130 shares worth $12.8M. The position accounts for 4.65% of the portfolio, ranked #3.

Unique Wealth Strategies first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.2M in Q2 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Unique Wealth Strategies held 123,130 shares of VanEck Morningstar Wide Moat ETF worth $12.8M as of Q2 2026.
Unique Wealth Strategies bought 5,946 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $601K.
VanEck Morningstar Wide Moat ETF made up 4.65% of Unique Wealth Strategies's portfolio in Q2 2026, its #3 holding.
Unique Wealth Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Unique Wealth Strategies's VanEck Morningstar Wide Moat ETF position peaked at $13.2M in Q2 2025.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.