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

Addison 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	–	Sell	-405	Closed	-$39.2K	–	882
2026 Q1	$39.2K	Hold	405	–	–	0.01%	464
2025 Q4	$41.9K	Hold	405	–	–	0.01%	445
2025 Q3	$40.1K	Hold	405	–	–	0.01%	439
2025 Q2	$38K	Hold	405	–	–	0.01%	438
2025 Q1	$35.6K	Hold	405	–	–	0.01%	416
2024 Q4	$37.6K	Hold	405	–	–	0.01%	414
2024 Q3	$39.3K	Hold	405	–	–	0.01%	424
2024 Q2	$35.1K	Hold	405	–	–	0.01%	413
2024 Q1	$36.4K	Hold	405	–	–	0.01%	400
2023 Q4	$34.4K	Hold	405	–	–	0.01%	396
2023 Q3	$30.7K	Buy	+405	New	+$32.2K	0.01%	377

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

Addison Advisors's MOAT Position: Q2 2026 in Review

Addison Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 405 shares — an estimated $39.2K sold.

Addison Advisors first reported a position in MOAT in Q3 2023 and held it in 11 quarters. The position peaked at $41.9K in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Addison Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 405 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $39.2K.
Addison Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 11 quarters.
Addison Advisors's VanEck Morningstar Wide Moat ETF position peaked at $41.9K in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.