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

Clearstead 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	$62.4K	Hold	600	–	–	﹤0.01%	1427
2026 Q1	$58K	Sell	600 -50	-8%	-$5.18K	﹤0.01%	1246
2025 Q4	$67.3K	Buy	650 +50	+8%	+$5.11K	﹤0.01%	1270
2025 Q3	$59.5K	Hold	600	–	–	﹤0.01%	1223
2025 Q2	$56.3K	Hold	600	–	–	﹤0.01%	1253
2025 Q1	$52.8K	Hold	600	–	–	﹤0.01%	1161
2024 Q4	$55.6K	Hold	600	–	–	﹤0.01%	1139
2024 Q3	$58.2K	Hold	600	–	–	﹤0.01%	1172
2024 Q2	$52K	Buy	600 +500	+500%	+$43.4K	﹤0.01%	1152
2024 Q1	$8.84K	Buy	+100	New	+$8.58K	﹤0.01%	1076

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

Clearstead Advisors's MOAT Position: Q2 2026 in Review

Clearstead Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 600 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Clearstead Advisors first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $67.3K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Clearstead Advisors held 600 shares of VanEck Morningstar Wide Moat ETF worth $62.4K as of Q2 2026.
Clearstead Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1427 holding.
Clearstead Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Clearstead Advisors's VanEck Morningstar Wide Moat ETF position peaked at $67.3K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.