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

Apriem 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 		$49.2M Sell
473,733
-68,797
-13% -$6.96M 4.26% 5
2026
Q1 		$52.5M Buy
542,530
+29,289
+6% +$3.04M 5.01% 4
2025
Q4 		$53.2M Buy
513,241
+19,418
+4% +$1.98M 4.88% 4
2025
Q3 		$48.9M Buy
493,823
+32,828
+7% +$3.2M 4.63% 4
2025
Q2 		$43.2M Buy
460,995
+111,314
+32% +$9.76M 4.6% 4
2025
Q1 		$30.8M Buy
349,681
+123,029
+54% +$11.3M 3.61% 5
2024
Q4 		$21M Buy
226,652
+29,650
+15% +$2.86M 2.41% 9
2024
Q3 		$19.1M Buy
197,002
+22,547
+13% +$2.06M 2.23% 8
2024
Q2 		$15.1M Buy
174,455
+16,835
+11% +$1.46M 1.85% 11
2024
Q1 		$14.2M Buy
157,620
+17,475
+12% +$1.5M 1.78% 15
2023
Q4 		$11.9M Buy
140,145
+1,825
+1% +$142K 1.59% 18
2023
Q3 		$10.5M Buy
138,320
+1,978
+1% +$158K 1.54% 21
2023
Q2 		$10.9M Buy
136,342
+2,517
+2% +$189K 1.63% 22
2023
Q1 		$9.88M Sell
133,825
-617
-0.5% -$43.8K 1.58% 20
2022
Q4 		$8.73M Sell
134,442
-326
-0.2% -$21.1K 1.51% 21
2022
Q3 		$8.09M Sell
134,768
-318
-0.2% -$21.4K 1.46% 24
2022
Q2 		$8.61M Sell
135,086
-4,663
-3% -$320K 1.48% 24
2022
Q1 		$10.4M Buy
139,749
+2,365
+2% +$174K 1.53% 22
2021
Q4 		$10.5M Sell
137,384
-170
-0.1% -$12.9K 1.48% 22
2021
Q3 		$10.1M Sell
137,554
-2,129
-2% -$160K 1.45% 21
2021
Q2 		$10.3M Sell
139,683
-628
-0.4% -$45.7K 1.54% 21
2021
Q1 		$9.72M Buy
140,311
+14,945
+12% +$985K 1.51% 22
2020
Q4 		$7.77M Sell
125,366
-20,250
-14% -$1.19M 1.39% 22
2020
Q3 		$7.95M Buy
145,616
+2,113
+1% +$115K 1.46% 22
2020
Q2 		$7.5M Buy
143,503
+8,646
+6% +$431K 1.54% 21
2020
Q1 		$5.9M Buy
+134,857
New +$6.93M 1.43% 22

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

Apriem Advisors's MOAT Position: Q2 2026 in Review

Apriem Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q2 2026, selling an estimated $6.96M and leaving 473,733 shares worth $49.2M. The position accounts for 4.26% of the portfolio, ranked #5.

Apriem Advisors first reported a position in MOAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.2M in Q4 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Apriem Advisors held 473,733 shares of VanEck Morningstar Wide Moat ETF worth $49.2M as of Q2 2026.
  • Apriem Advisors sold 68,797 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $6.96M.
  • VanEck Morningstar Wide Moat ETF made up 4.26% of Apriem Advisors's portfolio in Q2 2026, its #5 holding.
  • Apriem Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
  • Apriem Advisors's VanEck Morningstar Wide Moat ETF position peaked at $53.2M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.