Cerity Partners
MOAT icon

Cerity Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cerity Partners’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 		$35.9M Sell
345,579
-5,622
-2% -$568K 0.04% 322
2026
Q1 		$34M Buy
351,201
+10,441
+3% +$1.08M 0.05% 316
2025
Q4 		$35.3M Buy
340,760
+3,986
+1% +$407K 0.05% 291
2025
Q3 		$33.4M Buy
336,774
+1,329
+0.4% +$130K 0.05% 271
2025
Q2 		$31.5M Sell
335,445
-4,179
-1% -$367K 0.06% 270
2025
Q1 		$29.9M Sell
339,624
-4,915
-1% -$452K 0.06% 264
2024
Q4 		$31.9M Buy
344,539
+432
+0.1% +$41.6K 0.07% 235
2024
Q3 		$33.4M Sell
344,107
-13,799
-4% -$1.26M 0.07% 227
2024
Q2 		$31M Buy
357,906
+9,899
+3% +$860K 0.08% 210
2024
Q1 		$31.3M Buy
348,007
+4,596
+1% +$394K 0.08% 221
2023
Q4 		$29.1M Buy
343,411
+100,182
+41% +$7.78M 0.1% 198
2023
Q3 		$18.4M Sell
243,229
-75,346
-24% -$6M 0.09% 205
2023
Q2 		$25.4M Buy
318,575
+4,227
+1% +$318K 0.1% 195
2023
Q1 		$23.2M Buy
314,348
+18,524
+6% +$1.31M 0.05% 223
2022
Q4 		$19.2M Buy
295,824
+210,886
+248% +$13.7M 0.12% 174
2022
Q3 		$5.09M Sell
84,938
-1,247
-1% -$83.9K 0.06% 229
2022
Q2 		$5.49M Hold
86,185
– – 0.06% 237
2022
Q1 		$6.44M Buy
86,185
+1,023
+1% +$75.4K 0.1% 168
2021
Q4 		$6.48M Buy
85,162
+1,465
+2% +$111K 0.1% 173
2021
Q3 		$6.13M Sell
83,697
-4,100
-5% -$309K 0.13% 140
2021
Q2 		$6.5M Sell
87,797
-100
-0.1% -$7.28K 0.14% 136
2021
Q1 		$6.09M Hold
87,897
– – 0.14% 135
2020
Q4 		$5.45M Hold
87,897
– – 0.17% 116
2020
Q3 		$4.8M Sell
87,897
-2,600
-3% -$142K 0.2% 101
2020
Q2 		$4.73M Sell
90,497
-16,800
-16% -$837K 0.26% 77
2020
Q1 		$4.69M Sell
107,297
-18,800
-15% -$967K 0.3% 70
2019
Q4 		$6.91M Buy
126,097
+1,800
+1% +$95.2K 0.35% 58
2019
Q3 		$6.23M Sell
124,297
-82,997
-40% -$4.07M 0.37% 64
2019
Q2 		$9.96M Buy
+207,294
New +$9.81M 0.63% 35

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Cerity Partners's MOAT Position: Q2 2026 in Review

Cerity Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q2 2026, selling an estimated $568K and leaving 345,579 shares worth $35.9M. The position accounts for 0.04% of the portfolio, ranked #322.

Cerity Partners first reported a position in MOAT in Q2 2019 and has held it in 29 quarters since. 695 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cerity Partners held 345,579 shares of VanEck Morningstar Wide Moat ETF worth $35.9M as of Q2 2026.
  • Cerity Partners sold 5,622 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $568K.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #322 holding.
  • Cerity Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 29 quarters since.
  • 695 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.