Chicago Partners Investment Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Chicago Partners Investment Group’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	$1.57M	Hold	15,143	–	–	0.03%	453
2026 Q1	$1.54M	Sell	15,143 -452	-3%	-$46.9K	0.03%	401
2025 Q4	$1.67M	Sell	15,595 -181	-1%	-$18.5K	0.04%	333
2025 Q3	$1.61M	Sell	15,776 -300	-2%	-$29.3K	0.04%	317
2025 Q2	$1.58M	Sell	16,076 -1,000	-6%	-$87.7K	0.05%	299
2025 Q1	$1.48M	Buy	+17,076	New	+$1.57M	0.05%	285

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

Chicago Partners Investment Group's MOAT Position: Q2 2026 in Review

Chicago Partners Investment Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 15,143 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #453.

Chicago Partners Investment Group first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Chicago Partners Investment Group held 15,143 shares of VanEck Morningstar Wide Moat ETF worth $1.57M as of Q2 2026.
Chicago Partners Investment Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #453 holding.
Chicago Partners Investment Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
Chicago Partners Investment Group's VanEck Morningstar Wide Moat ETF position peaked at $1.67M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.