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

XML 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	$2.81M	Sell	26,996 -699	-3%	-$70.7K	0.2%	101
2026 Q1	$2.68M	Sell	27,695 -3,001	-10%	-$311K	0.22%	100
2025 Q4	$3.18M	Sell	30,696 -19,861	-39%	-$2.03M	0.26%	85
2025 Q3	$5.01M	Buy	50,557 +7,336	+17%	+$716K	0.41%	68
2025 Q2	$4.05M	Buy	43,221 +1,855	+4%	+$163K	0.35%	73
2025 Q1	$3.64M	Buy	41,366 +5,196	+14%	+$478K	0.34%	80
2024 Q4	$3.35M	Buy	36,170 +5,648	+19%	+$544K	0.31%	84
2024 Q3	$2.96M	Buy	30,522 +6,802	+29%	+$622K	0.27%	88
2024 Q2	$2.05M	Buy	23,720 +15,610	+192%	+$1.36M	0.21%	111
2024 Q1	$729K	Buy	8,110 +4,940	+156%	+$424K	0.07%	192
2023 Q4	$269K	Buy	+3,170	New	+$246K	0.03%	276

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

XML Financial's MOAT Position: Q2 2026 in Review

XML Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.5% in Q2 2026, selling an estimated $70.7K and leaving 26,996 shares worth $2.81M. The position accounts for 0.2% of the portfolio, ranked #101.

XML Financial first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.01M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

XML Financial held 26,996 shares of VanEck Morningstar Wide Moat ETF worth $2.81M as of Q2 2026.
XML Financial sold 699 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $70.7K.
VanEck Morningstar Wide Moat ETF made up 0.2% of XML Financial's portfolio in Q2 2026, its #101 holding.
XML Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
XML Financial's VanEck Morningstar Wide Moat ETF position peaked at $5.01M in Q3 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.