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RAFFA WEALTH MANAGEMENT, LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$38.3K Hold
368
– – ﹤0.01% 196
2026
Q1 		$35.6K Hold
368
– – 0.01% 193
2025
Q4 		$38.1K Buy
+368
New +$37.6K 0.01% 188

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
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

RAFFA WEALTH MANAGEMENT, LLC's MOAT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 368 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 368 shares of VanEck Morningstar Wide Moat ETF worth $38.3K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #196 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.