Valued Retirements’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valued Retirements’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	$714K	Sell	6,865 -662	-9%	-$66.9K	0.64%	38
2026 Q1	$728K	Hold	7,527	–	–	0.71%	36
2025 Q4	$779K	Sell	7,527 -134	-2%	-$13.7K	0.76%	34
2025 Q3	$719K	Hold	7,661	–	–	0.81%	31
2025 Q2	$719K	Hold	7,661	–	–	0.81%	31
2025 Q1	$674K	Hold	7,661	–	–	0.89%	29
2024 Q4	$710K	Hold	7,661	–	–	0.96%	31
2024 Q3	$743K	Hold	7,661	–	–	1.02%	24
2024 Q2	$664K	Hold	7,661	–	–	1.01%	24
2024 Q1	$689K	Hold	7,661	–	–	1.1%	22
2023 Q4	$650K	Buy	+7,661	New	+$595K	1.13%	21

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

Valued Retirements's MOAT Position: Q2 2026 in Review

Valued Retirements reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.8% in Q2 2026, selling an estimated $66.9K and leaving 6,865 shares worth $714K. The position accounts for 0.64% of the portfolio, ranked #38.

Valued Retirements first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $779K in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Valued Retirements held 6,865 shares of VanEck Morningstar Wide Moat ETF worth $714K as of Q2 2026.
Valued Retirements sold 662 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $66.9K.
VanEck Morningstar Wide Moat ETF made up 0.64% of Valued Retirements's portfolio in Q2 2026, its #38 holding.
Valued Retirements first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Valued Retirements's VanEck Morningstar Wide Moat ETF position peaked at $779K in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.