Claro Advisors
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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
Q3 		$258K Hold
2,441
– – 0.03% 442
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

LPL Financial
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Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Claro Advisors's MOAT Position: Q3 2026 in Review

Claro Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 2,441 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #442.

Claro Advisors first reported a position in MOAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $408K in Q4 2025. 492 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Claro Advisors held 2,441 shares of VanEck Morningstar Wide Moat ETF worth $258K as of Q3 2026.
  • Claro Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #442 holding.
  • Claro Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 4 quarters since.
  • Claro Advisors's VanEck Morningstar Wide Moat ETF position peaked at $408K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.