1620 Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

1620 Investment Advisors’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	$687K	Sell	6,611 -2,095	-24%	-$212K	0.43%	66
2026 Q1	$842K	Buy	8,706 +20	+0.2%	+$2.07K	0.57%	45
2025 Q4	$900K	Buy	8,686 +195	+2%	+$19.9K	0.6%	43
2025 Q3	$842K	Buy	8,491 +397	+5%	+$38.7K	0.57%	46
2025 Q2	$759K	Buy	8,094 +320	+4%	+$28.1K	0.54%	51
2025 Q1	$684K	Buy	7,774 +683	+10%	+$62.9K	0.52%	50
2024 Q4	$658K	Buy	7,091 +864	+14%	+$83.2K	0.5%	55
2024 Q3	$604K	Buy	6,227 +1,204	+24%	+$110K	0.44%	70
2024 Q2	$435K	Buy	5,023 +998	+25%	+$86.7K	0.33%	92
2024 Q1	$362K	Buy	+4,025	New	+$345K	0.36%	94

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

1620 Investment Advisors's MOAT Position: Q2 2026 in Review

1620 Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 24% in Q2 2026, selling an estimated $212K and leaving 6,611 shares worth $687K. The position accounts for 0.43% of the portfolio, ranked #66.

1620 Investment Advisors first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $900K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

1620 Investment Advisors held 6,611 shares of VanEck Morningstar Wide Moat ETF worth $687K as of Q2 2026.
1620 Investment Advisors sold 2,095 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $212K.
VanEck Morningstar Wide Moat ETF made up 0.43% of 1620 Investment Advisors's portfolio in Q2 2026, its #66 holding.
1620 Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
1620 Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $900K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.