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Ceera Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ceera Investments’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
Q1 		$38.1M Sell
393,572
-40,840
-9% -$4.23M 16.69% 1
2025
Q4 		$45M Sell
434,412
-33,633
-7% -$3.43M 17.38% 1
2025
Q3 		$46.4M Sell
468,045
-43,931
-9% -$4.29M 14.47% 1
2025
Q2 		$48M Sell
511,976
-11,385
-2% -$999K 14.71% 1
2025
Q1 		$46.1M Buy
523,361
+35,322
+7% +$3.25M 15.86% 1
2024
Q4 		$45.3M Buy
488,039
+22,565
+5% +$2.17M 15.54% 1
2024
Q3 		$45.1M Buy
465,474
+11,707
+3% +$1.07M 17.01% 1
2024
Q2 		$39.3M Buy
453,767
+46,484
+11% +$4.04M 16.62% 1
2024
Q1 		$36.6M Buy
407,283
+35,443
+10% +$3.04M 16.03% 1
2023
Q4 		$31.6M Buy
371,840
+21,654
+6% +$1.68M 14.86% 1
2023
Q3 		$26.6M Buy
350,186
+25,264
+8% +$2.01M 14.44% 1
2023
Q2 		$25.9M Buy
324,922
+20,205
+7% +$1.52M 14.97% 1
2023
Q1 		$22.5M Buy
304,717
+23,542
+8% +$1.67M 14.35% 1
2022
Q4 		$18.3M Buy
281,175
+11,734
+4% +$761K 11.54% 1
2022
Q3 		$16.2M Buy
269,441
+11,121
+4% +$748K 10.73% 1
2022
Q2 		$16.5M Buy
258,320
+21,715
+9% +$1.49M 9.41% 1
2022
Q1 		$17.7M Sell
236,605
-4,497
-2% -$331K 8.81% 1
2021
Q4 		$18.4M Buy
241,102
+4,202
+2% +$318K 9.51% 1
2021
Q3 		$17.4M Buy
236,900
+45,219
+24% +$3.4M 9.54% 1
2021
Q2 		$14.2M Buy
191,681
+12,842
+7% +$935K 10.77% 1
2021
Q1 		$12.4M Buy
+178,839
New +$11.8M 10.09% 1

Other funds holding MOAT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ceera Investments's MOAT Position: Q1 2026 in Review

Ceera Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.4% in Q1 2026, selling an estimated $4.23M and leaving 393,572 shares worth $38.1M. The position accounts for 16.69% of the portfolio, ranked #1.

Ceera Investments first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $48M in Q2 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Ceera Investments held 393,572 shares of VanEck Morningstar Wide Moat ETF worth $38.1M as of Q1 2026.
  • Ceera Investments sold 40,840 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $4.23M.
  • VanEck Morningstar Wide Moat ETF made up 16.69% of Ceera Investments's portfolio in Q1 2026, its #1 holding.
  • Ceera Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • Ceera Investments's VanEck Morningstar Wide Moat ETF position peaked at $48M in Q2 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.