Cresset Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cresset Asset Management’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	$555K	Hold	5,340	–	–	﹤0.01%	1121
2026 Q1	$516K	Sell	5,340 -483	-8%	-$50.1K	﹤0.01%	1057
2025 Q4	$603K	Buy	5,823 +1,552	+36%	+$158K	﹤0.01%	989
2025 Q3	$423K	Hold	4,271	–	–	﹤0.01%	1098
2025 Q2	$401K	Sell	4,271 -9,694	-69%	-$850K	﹤0.01%	1017
2025 Q1	$1.23M	Buy	13,965 +2,922	+26%	+$269K	0.01%	698
2024 Q4	$1.02M	Sell	11,043 -8,770	-44%	-$845K	﹤0.01%	793
2024 Q3	$1.92M	Hold	19,813	–	–	0.01%	833
2024 Q2	$1.72M	Buy	19,813 +392	+2%	+$34.1K	0.01%	794
2024 Q1	$1.75M	Sell	19,421 -8,195	-30%	-$703K	0.01%	713
2023 Q4	$2.34M	Sell	27,616 -778	-3%	-$60.4K	0.01%	517
2023 Q3	$2.15M	Buy	28,394 +699	+3%	+$55.7K	0.01%	529
2023 Q2	$2.21M	Buy	27,695 +18,826	+212%	+$1.42M	﹤0.01%	621
2023 Q1	$655K	Sell	8,869 -1,912	-18%	-$136K	0.01%	424
2022 Q4	$700K	Buy	+10,781	New	+$699K	0.01%	372

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

Cresset Asset Management's MOAT Position: Q2 2026 in Review

Cresset Asset Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 5,340 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Cresset Asset Management first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cresset Asset Management held 5,340 shares of VanEck Morningstar Wide Moat ETF worth $555K as of Q2 2026.
Cresset Asset Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1121 holding.
Cresset Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
Cresset Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $2.34M in Q4 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.