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

CoreCap 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	$143K	Buy	1,371 +8	+0.6%	+$809	﹤0.01%	984
2026 Q1	$132K	Sell	1,363 -182	-12%	-$18.9K	﹤0.01%	942
2025 Q4	$160K	Sell	1,545 -6	-0.4%	-$613	0.01%	864
2025 Q3	$154K	Sell	1,551 -982	-39%	-$95.8K	0.01%	880
2025 Q2	$238K	Sell	2,533 -276	-10%	-$24.2K	0.01%	691
2025 Q1	$247K	Sell	2,809 -960	-25%	-$88.3K	0.01%	630
2024 Q4	$349K	Buy	3,769 +853	+29%	+$82.2K	0.02%	554
2024 Q3	$283K	Buy	2,916 +2,133	+272%	+$195K	0.01%	590
2024 Q2	$67.8K	Sell	783 -38,209	-98%	-$3.32M	0.01%	591
2024 Q1	$3.51M	Buy	38,992 +1,368	+4%	+$117K	0.19%	102
2023 Q4	$3.19M	Sell	37,624 -14,334	-28%	-$1.11M	0.21%	99
2023 Q3	$3.94M	Buy	51,958 +35,813	+222%	+$2.85M	0.28%	71
2023 Q2	$1.29M	Buy	+16,145	New	+$1.22M	0.09%	212
2022 Q4	$57.8K	Buy	+891	New	+$57.8K	﹤0.01%	941
2022 Q3	–	Sell	-46	Closed	-$3K	–	1473
2022 Q2	$3K	Buy	+46	New	+$3.16K	﹤0.01%	1799
2022 Q1	–	Sell	-46	Closed	-$4K	–	1466
2021 Q4	$4K	Buy	+46	New	+$3.49K	﹤0.01%	1809

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

CoreCap Advisors's MOAT Position: Q2 2026 in Review

CoreCap Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.59% in Q2 2026, buying an estimated $809 and bringing the position to 1,371 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

CoreCap Advisors first reported a position in MOAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.94M in Q3 2023. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

CoreCap Advisors held 1,371 shares of VanEck Morningstar Wide Moat ETF worth $143K as of Q2 2026.
CoreCap Advisors bought 8 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $809.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #984 holding.
CoreCap Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 16 quarters since.
CoreCap Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.94M in Q3 2023.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.