Ameritas Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ameritas Advisory Services’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	$458K	Sell	4,402 -729	-14%	-$73.7K	0.01%	827
2026 Q1	$496K	Sell	5,131 -31	-0.6%	-$3.21K	0.02%	576
2025 Q4	$535K	Sell	5,162 -140	-3%	-$14.3K	0.02%	540
2025 Q3	$525K	Buy	5,302 +1,664	+46%	+$162K	0.03%	377
2025 Q2	$341K	Sell	3,638 -9,833	-73%	-$863K	0.02%	596
2025 Q1	$1.23M	Sell	13,471 -76	-0.6%	-$6.99K	0.05%	340
2024 Q4	$1.26M	Buy	13,547 +6,455	+91%	+$622K	0.04%	354
2024 Q3	$688K	Buy	7,092 +1,752	+33%	+$160K	0.03%	471
2024 Q2	$463K	Buy	5,340 +659	+14%	+$57.3K	0.02%	603
2024 Q1	$409K	Buy	+4,681	New	+$402K	0.02%	609
2023 Q2	–	Sell	-600	Closed	-$44.2K	–	1776
2023 Q1	$44.2K	Buy	+600	New	+$42.6K	﹤0.01%	1307

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

Ameritas Advisory Services's MOAT Position: Q2 2026 in Review

Ameritas Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 14% in Q2 2026, selling an estimated $73.7K and leaving 4,402 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #827.

Ameritas Advisory Services first reported a position in MOAT in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Ameritas Advisory Services held 4,402 shares of VanEck Morningstar Wide Moat ETF worth $458K as of Q2 2026.
Ameritas Advisory Services sold 729 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $73.7K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #827 holding.
Ameritas Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 11 quarters since.
Ameritas Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $1.26M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.