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

Crewe 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 		$92.4K Sell
889
-122
-12% -$12.3K 0.01% 351
2026
Q1 		$97.8K Sell
1,011
-75
-7% -$7.77K 0.01% 297
2025
Q4 		$112K Sell
1,086
-96
-8% -$9.8K 0.01% 269
2025
Q3 		$117K Sell
1,182
-28
-2% -$2.73K 0.01% 268
2025
Q2 		$113K Buy
1,210
+28
+2% +$2.46K 0.02% 204
2025
Q1 		$104K Sell
1,182
-224
-16% -$20.6K 0.01% 196
2024
Q4 		$130K Sell
1,406
-727
-34% -$70K 0.02% 175
2024
Q3 		$207K Sell
2,133
-1,094
-34% -$100K 0.02% 144
2024
Q2 		$279K Buy
3,227
+449
+16% +$39K 0.03% 146
2024
Q1 		$250K Sell
2,778
-77
-3% -$6.61K 0.03% 149
2023
Q4 		$242K Sell
2,855
-777
-21% -$60.3K 0.04% 63
2023
Q3 		$275K Sell
3,632
-1,164
-24% -$92.7K 0.05% 62
2023
Q2 		$383K Sell
4,796
-1,194
-20% -$89.9K 0.05% 93
2023
Q1 		$442K Sell
5,990
-434
-7% -$30.8K 0.06% 90
2022
Q4 		$417K Sell
6,424
-1,553
-19% -$101K 0.07% 91
2022
Q3 		$479K Buy
7,977
+781
+11% +$52.5K 0.09% 77
2022
Q2 		$459K Buy
7,196
+711
+11% +$48.8K 0.1% 63
2022
Q1 		$484K Buy
+6,485
New +$478K 0.09% 53

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crewe Advisors's MOAT Position: Q2 2026 in Review

Crewe Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q2 2026, selling an estimated $12.3K and leaving 889 shares worth $92.4K. The position accounts for 0.01% of the portfolio, ranked #351.

Crewe Advisors first reported a position in MOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $484K in Q1 2022. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Crewe Advisors held 889 shares of VanEck Morningstar Wide Moat ETF worth $92.4K as of Q2 2026.
  • Crewe Advisors sold 122 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $12.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #351 holding.
  • Crewe Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 18 quarters since.
  • Crewe Advisors's VanEck Morningstar Wide Moat ETF position peaked at $484K in Q1 2022.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.