Aventura Private Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Aventura Private Wealth’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	$356K	Hold	3,426	–	–	0.11%	123
2026 Q1	$331K	Hold	3,426	–	–	0.12%	123
2025 Q4	$355K	Hold	3,426	–	–	0.13%	115
2025 Q3	$340K	Hold	3,426	–	–	0.13%	119
2025 Q2	$321K	Hold	3,426	–	–	0.14%	114
2025 Q1	$301K	Hold	3,426	–	–	0.16%	118
2024 Q4	$318K	Buy	+3,426	New	+$330K	0.17%	105

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

Aventura Private Wealth's MOAT Position: Q2 2026 in Review

Aventura Private Wealth held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,426 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #123.

Aventura Private Wealth first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Aventura Private Wealth held 3,426 shares of VanEck Morningstar Wide Moat ETF worth $356K as of Q2 2026.
Aventura Private Wealth left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.11% of Aventura Private Wealth's portfolio in Q2 2026, its #123 holding.
Aventura Private Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.