AWM
MOAT icon

Activest Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Activest Wealth Management’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 		$9.32M Sell
89,652
-109,460
-55% -$11.1M 1.8% 13
2026
Q1 		$19.3M Sell
199,112
-36,531
-16% -$3.79M 3.38% 6
2025
Q4 		$24.4M Buy
235,643
+6,184
+3% +$632K 4.56% 5
2025
Q3 		$22.7M Sell
229,459
-663
-0.3% -$64.7K 4.61% 5
2025
Q2 		$21.6M Sell
230,122
-3,103
-1% -$272K 5.2% 5
2025
Q1 		$20.5M Sell
233,225
-15,827
-6% -$1.46M 5.51% 4
2024
Q4 		$23.1M Buy
249,052
+12,918
+5% +$1.24M 6.46% 4
2024
Q3 		$22.9M Buy
236,134
+3,035
+1% +$278K 7.07% 4
2024
Q2 		$20.2M Sell
233,099
-18,627
-7% -$1.62M 6.64% 4
2024
Q1 		$22.6M Buy
251,726
+7,884
+3% +$676K 10.9% 3
2023
Q4 		$20.7M Buy
243,842
+19,520
+9% +$1.52M 11.42% 3
2023
Q3 		$17M Buy
+224,322
New +$17.9M 10.47% 3
2023
Q2 		– Sell
-200,990
Closed -$14.7M – 374
2023
Q1 		$14.7M Sell
200,990
-136,729
-40% -$9.71M 9.41% 3
2022
Q4 		$21.9M Sell
337,719
-20,635
-6% -$1.34M 6.49% 4
2022
Q3 		$21.5M Buy
358,354
+192,003
+115% +$12.9M 6.95% 3
2022
Q2 		$10.6M Buy
166,351
+28,935
+21% +$1.99M 7.49% 4
2022
Q1 		$10.3M Sell
137,416
-10,102
-7% -$744K 6.6% 5
2021
Q4 		$11.2M Buy
147,518
+12,994
+10% +$985K 6.94% 3
2021
Q3 		$9.85M Buy
134,524
+8,080
+6% +$608K 6.56% 3
2021
Q2 		$9.37M Buy
126,444
+53,547
+73% +$3.9M 7.04% 4
2021
Q1 		$5.05M Buy
+72,897
New +$4.8M 4.13% 6

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

Activest Wealth Management's MOAT Position: Q2 2026 in Review

Activest Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 55% in Q2 2026, selling an estimated $11.1M and leaving 89,652 shares worth $9.32M. The position accounts for 1.8% of the portfolio, ranked #13.

Activest Wealth Management first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $24.4M in Q4 2025. 254 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Activest Wealth Management held 89,652 shares of VanEck Morningstar Wide Moat ETF worth $9.32M as of Q2 2026.
  • Activest Wealth Management sold 109,460 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $11.1M.
  • VanEck Morningstar Wide Moat ETF made up 1.8% of Activest Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Activest Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $24.4M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.