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

Clare Market 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
Q2 		$346K Sell
3,329
-750
-18% -$75.8K 0.06% 143
2026
Q1 		$394K Buy
+4,079
New +$423K 0.08% 130
2025
Q3 		$355K Buy
3,578
+1,100
+44% +$107K 0.07% 122
2025
Q2 		$232K Sell
2,478
-35
-1% -$3.07K 0.05% 133
2025
Q1 		$221K Sell
2,513
-65
-3% -$5.98K 0.06% 123
2024
Q4 		$239K Buy
2,578
+1
+0% +$96 0.06% 130
2024
Q3 		$250K Sell
2,577
-100
-4% -$9.14K 0.07% 132
2024
Q2 		$232K Sell
2,677
-225
-8% -$19.6K 0.06% 128
2024
Q1 		$261K Hold
2,902
– – 0.08% 129
2023
Q4 		$246K Sell
2,902
-24
-0.8% -$1.86K 0.09% 123
2023
Q3 		$222K Hold
2,926
– – 0.09% 114
2023
Q2 		$233K Sell
2,926
-50
-2% -$3.76K 0.09% 116
2023
Q1 		$220K Sell
2,976
-8,725
-75% -$619K 0.09% 108
2022
Q4 		$760K Sell
11,701
-1,449
-11% -$94K 0.36% 43
2022
Q3 		$789K Buy
13,150
+4,025
+44% +$271K 0.34% 44
2022
Q2 		$582K Buy
+9,125
New +$626K 0.25% 54

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clare Market Investments's MOAT Position: Q2 2026 in Review

Clare Market Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q2 2026, selling an estimated $75.8K and leaving 3,329 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #143.

Clare Market Investments first reported a position in MOAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $789K in Q3 2022. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Clare Market Investments held 3,329 shares of VanEck Morningstar Wide Moat ETF worth $346K as of Q2 2026.
  • Clare Market Investments sold 750 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $75.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.06% of Clare Market Investments's portfolio in Q2 2026, its #143 holding.
  • Clare Market Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 16 quarters since.
  • Clare Market Investments's VanEck Morningstar Wide Moat ETF position peaked at $789K in Q3 2022.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.