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Ayalon Insurance Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ayalon Insurance Company’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 		$4.38M Hold
42,115
– – 0.54% 35
2026
Q1 		$4.07M Buy
42,115
+1,531
+4% +$159K 0.83% 29
2025
Q4 		$4.2M Buy
40,584
+330
+0.8% +$33.7K 1.02% 27
2025
Q3 		$3.99M Buy
40,254
+109
+0.3% +$10.6K 1.01% 29
2025
Q2 		$3.77M Buy
40,145
+190
+0.5% +$16.7K 1.09% 30
2025
Q1 		$3.52M Sell
39,955
-13,499
-25% -$1.24M 1.13% 29
2024
Q4 		$4.96M Buy
53,454
+303
+0.6% +$29.2K 1.53% 23
2024
Q3 		$5.15M Buy
53,151
+1,137
+2% +$104K 1.6% 22
2024
Q2 		$4.5M Buy
52,014
+450
+0.9% +$39.1K 1.48% 20
2024
Q1 		$4.64M Sell
51,564
-13,737
-21% -$1.18M 1.54% 21
2023
Q4 		$5.54M Buy
65,301
+8,058
+14% +$626K 2.01% 15
2023
Q3 		$4.34M Buy
57,243
+35,388
+162% +$2.82M 1.83% 19
2023
Q2 		$1.74M Buy
+21,855
New +$1.64M 0.73% 39
2015
Q3 		– Sell
-4,500
Closed -$139K – 151
2015
Q2 		$139K Hold
4,500
– – 0.1% 89
2015
Q1 		$136K Buy
+4,500
New +$136K 0.08% 98

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Ayalon Insurance Company's MOAT Position: Q2 2026 in Review

Ayalon Insurance Company held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 42,115 shares worth $4.38M. The position accounts for 0.54% of the portfolio, ranked #35.

Ayalon Insurance Company first reported a position in MOAT in Q1 2015 and has held it in 15 quarters since. The position peaked at $5.54M in Q4 2023. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Ayalon Insurance Company held 42,115 shares of VanEck Morningstar Wide Moat ETF worth $4.38M as of Q2 2026.
  • Ayalon Insurance Company left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.54% of Ayalon Insurance Company's portfolio in Q2 2026, its #35 holding.
  • Ayalon Insurance Company first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2015 and has held it in 15 quarters since.
  • Ayalon Insurance Company's VanEck Morningstar Wide Moat ETF position peaked at $5.54M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.