Y.D. More Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Y.D. More Investments’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	$61.3K	Sell	590 -140	-19%	-$14.2K	﹤0.01%	312
2026 Q1	$69.7K	Buy	730 +280	+62%	+$29K	﹤0.01%	288
2025 Q4	$46.6K	Hold	450	–	–	﹤0.01%	296
2025 Q3	$44.6K	Hold	450	–	–	﹤0.01%	301
2025 Q2	$42.2K	Hold	450	–	–	﹤0.01%	313
2025 Q1	$39.6K	Hold	450	–	–	﹤0.01%	321
2024 Q4	$41.7K	Hold	450	–	–	﹤0.01%	307
2024 Q3	$43.6K	Hold	450	–	–	﹤0.01%	291
2024 Q2	$39K	Hold	450	–	–	﹤0.01%	310
2024 Q1	$40.5K	Hold	450	–	–	0.01%	252
2023 Q4	$38.2K	Hold	450	–	–	0.01%	263
2023 Q3	$34.1K	Sell	450 -87	-16%	-$6.93K	0.01%	262
2023 Q2	$42.8K	Buy	537 +87	+19%	+$6.55K	0.01%	230
2023 Q1	$33.2K	Hold	450	–	–	0.01%	240
2022 Q4	$29.4K	Buy	+450	New	+$29.2K	0.01%	283

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

Y.D. More Investments's MOAT Position: Q2 2026 in Review

Y.D. More Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19% in Q2 2026, selling an estimated $14.2K and leaving 590 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Y.D. More Investments first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.7K in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Y.D. More Investments held 590 shares of VanEck Morningstar Wide Moat ETF worth $61.3K as of Q2 2026.
Y.D. More Investments sold 140 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $14.2K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #312 holding.
Y.D. More Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's VanEck Morningstar Wide Moat ETF position peaked at $69.7K in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.