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

Atlas Capital 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
2025
Q2 		$500K Sell
5,329
-1,610
-23% -$141K 0.06% 252
2025
Q1 		$611K Sell
6,939
-1,035
-13% -$95.2K 0.08% 217
2024
Q4 		$739K Sell
7,974
-625
-7% -$60.2K 0.09% 177
2024
Q3 		$834K Buy
8,599
+398
+5% +$36.4K 0.13% 139
2024
Q2 		$710K Sell
8,201
-625
-7% -$54.3K 0.09% 178
2024
Q1 		$793K Buy
8,826
+2,205
+33% +$189K 0.12% 154
2023
Q4 		$562K Buy
6,621
+4,007
+153% +$311K 0.08% 203
2023
Q3 		$198K Buy
2,614
+458
+21% +$36.5K 0.03% 355
2023
Q2 		$172K Buy
2,156
+595
+38% +$44.8K 0.03% 392
2023
Q1 		$115K Buy
1,561
+870
+126% +$61.8K 0.02% 444
2022
Q4 		$44.9K Hold
691
– – 0.01% 556
2022
Q3 		$41.5K Hold
691
– – 0.01% 558
2022
Q2 		$44.1K Hold
691
– – 0.01% 583
2022
Q1 		$51.6K Sell
691
-240
-26% -$17.7K 0.01% 542
2021
Q4 		$70.9K Buy
931
+240
+35% +$18.2K 0.01% 491
2021
Q3 		$50.6K Hold
691
– – 0.01% 517
2021
Q2 		$51.2K Hold
691
– – 0.01% 530
2021
Q1 		$47.9K Buy
691
+128
+23% +$8.44K 0.01% 497
2020
Q4 		$34.9K Buy
+563
New +$33.2K 0.01% 498
2020
Q3 		– Sell
-563
Closed -$29.4K – 479
2020
Q2 		$29.4K Sell
563
-195
-26% -$9.71K 0.01% 521
2020
Q1 		$33.2K Hold
758
– – 0.01% 477
2019
Q4 		$41.5K Hold
758
– – 0.01% 485
2019
Q3 		$38K Hold
758
– – 0.01% 481
2019
Q2 		$36.4K Buy
+758
New +$35.9K 0.01% 499

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Capital Advisors's MOAT Position: Q2 2025 in Review

Atlas Capital Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 23% in Q2 2025, selling an estimated $141K and leaving 5,329 shares worth $500K. The position accounts for 0.06% of the portfolio, ranked #252.

Atlas Capital Advisors first reported a position in MOAT in Q2 2019 and has held it in 24 quarters since. The position peaked at $834K in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Atlas Capital Advisors held 5,329 shares of VanEck Morningstar Wide Moat ETF worth $500K as of Q2 2025.
  • Atlas Capital Advisors sold 1,610 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $141K.
  • VanEck Morningstar Wide Moat ETF made up 0.06% of Atlas Capital Advisors's portfolio in Q2 2025, its #252 holding.
  • Atlas Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 24 quarters since.
  • Atlas Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $834K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.