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

Claro 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	$254K	Sell	2,441 -1,500	-38%	-$152K	0.03%	453
2026 Q1	$381K	Hold	3,941	–	–	0.05%	307
2025 Q4	$408K	Buy	+3,941	New	+$402K	0.06%	266

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

Claro Advisors's MOAT Position: Q2 2026 in Review

Claro Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 38% in Q2 2026, selling an estimated $152K and leaving 2,441 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #453.

Claro Advisors first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Claro Advisors held 2,441 shares of VanEck Morningstar Wide Moat ETF worth $254K as of Q2 2026.
Claro Advisors sold 1,500 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $152K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #453 holding.
Claro Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
Claro Advisors's VanEck Morningstar Wide Moat ETF position peaked at $408K in Q4 2025.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.