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

CastleKeep Investment 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	$75.5K	Buy	+726	New	+$73.4K	0.04%	72

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

CastleKeep Investment Advisors's MOAT Position: Q2 2026 in Review

CastleKeep Investment Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 726 shares worth $75.5K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings.

728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

CastleKeep Investment Advisors held 726 shares of VanEck Morningstar Wide Moat ETF worth $75.5K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new CastleKeep Investment Advisors position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.04% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #72 holding.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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