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

Concurrent Investment 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	$7.74M	Sell	74,490 -191,135	-72%	-$19.3M	0.07%	328
2026 Q1	$25.7M	Buy	265,625 +10,782	+4%	+$1.12M	0.28%	72
2025 Q4	$26.4M	Buy	254,843 +3,957	+2%	+$404K	0.3%	64
2025 Q3	$24.9M	Buy	250,886 +3,129	+1%	+$305K	0.43%	48
2025 Q2	$23.2M	Buy	247,757 +210,268	+561%	+$18.4M	0.45%	43
2025 Q1	$3.3M	Buy	37,489 +5,685	+18%	+$523K	0.08%	257
2024 Q4	$2.95M	Buy	31,804 +8,127	+34%	+$783K	0.08%	252
2024 Q3	$2.3M	Buy	23,677 +4,603	+24%	+$421K	0.07%	278
2024 Q2	$1.65M	Buy	19,074 +3,914	+26%	+$340K	0.05%	322
2024 Q1	$1.36M	Buy	15,160 +4,348	+40%	+$373K	0.05%	319
2023 Q4	$918K	Buy	+10,812	New	+$840K	0.04%	349

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

Concurrent Investment Advisors's MOAT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 72% in Q2 2026, selling an estimated $19.3M and leaving 74,490 shares worth $7.74M. The position accounts for 0.07% of the portfolio, ranked #328.

Concurrent Investment Advisors first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.4M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Concurrent Investment Advisors held 74,490 shares of VanEck Morningstar Wide Moat ETF worth $7.74M as of Q2 2026.
Concurrent Investment Advisors sold 191,135 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $19.3M.
VanEck Morningstar Wide Moat ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #328 holding.
Concurrent Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $26.4M in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.