AWM
MOAT icon

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

AE 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 		$511K Sell
4,918
-189
-4% -$19.1K ﹤0.01% 1207
2026
Q1 		$494K Buy
5,107
+957
+23% +$99.2K ﹤0.01% 1123
2025
Q4 		$430K Sell
4,150
-492
-11% -$50.2K ﹤0.01% 1127
2025
Q3 		$460K Sell
4,642
-1,083
-19% -$106K ﹤0.01% 1008
2025
Q2 		$537K Sell
5,725
-11,931
-68% -$1.05M ﹤0.01% 901
2025
Q1 		$1.55M Sell
17,656
-22,982
-57% -$2.11M 0.01% 592
2024
Q4 		$3.77M Buy
40,638
+34,817
+598% +$3.35M 0.03% 396
2024
Q3 		$564K Sell
5,821
-355
-6% -$32.5K 0.01% 851
2024
Q2 		$535K Buy
6,176
+1,416
+30% +$123K 0.01% 867
2024
Q1 		$428K Sell
4,760
-125,933
-96% -$10.8M ﹤0.01% 860
2023
Q4 		$11M Buy
130,693
+84,168
+181% +$6.54M 0.06% 375
2023
Q3 		$3.53M Sell
46,525
-84,089
-64% -$6.7M 0.02% 653
2023
Q2 		$10.4M Buy
130,614
+102,465
+364% +$7.71M 0.06% 356
2023
Q1 		$2.08M Buy
28,149
+11,219
+66% +$796K 0.01% 783
2022
Q4 		$1.1M Buy
16,930
+2,191
+15% +$142K 0.01% 946
2022
Q3 		$884K Sell
14,739
-15,053
-51% -$1.01M 0.01% 989
2022
Q2 		$1.9M Sell
29,792
-9,865
-25% -$677K 0.02% 687
2022
Q1 		$2.96M Buy
39,657
+10,859
+38% +$800K 0.02% 590
2021
Q4 		$2.19M Buy
28,798
+12,480
+76% +$946K 0.02% 673
2021
Q3 		$1.2M Sell
16,318
-11,578
-42% -$872K 0.01% 817
2021
Q2 		$2.07M Sell
27,896
-800,061
-97% -$58.2M 0.02% 630
2021
Q1 		$57.4M Buy
827,957
+796,900
+2,566% +$52.5M 0.58% 28
2020
Q4 		$1.93M Buy
31,057
+23,158
+293% +$1.36M 0.02% 506
2020
Q3 		$431K Buy
7,899
+13
+0.2% +$710 0.01% 929
2020
Q2 		$412K Buy
7,886
+1,006
+15% +$50.1K 0.01% 938
2020
Q1 		$301K Sell
6,880
-31,125
-82% -$1.6M 0.01% 873
2019
Q4 		$2.08M Buy
38,005
+33,665
+776% +$1.78M 0.05% 334
2019
Q3 		$218K Buy
4,340
+29
+0.7% +$1.42K 0.01% 898
2019
Q2 		$207K Sell
4,311
-1,907
-31% -$90.3K 0.01% 891
2019
Q1 		$290K Buy
+6,218
New +$281K 0.02% 475

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AE Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.7% in Q2 2026, selling an estimated $19.1K and leaving 4,918 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

AE Wealth Management first reported a position in MOAT in Q1 2019 and has held it in 30 quarters since. The position peaked at $57.4M in Q1 2021. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • AE Wealth Management held 4,918 shares of VanEck Morningstar Wide Moat ETF worth $511K as of Q2 2026.
  • AE Wealth Management sold 189 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $19.1K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1207 holding.
  • AE Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $57.4M in Q1 2021.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.