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Cross Staff Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cross Staff Investments’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 		$2.62M Buy
25,233
+3
+0% +$303 1.48% 16
2026
Q1 		$2.44M Hold
25,230
– – 1.24% 14
2025
Q4 		$2.61M Buy
25,230
+37
+0.1% +$3.78K 1.44% 14
2025
Q3 		$2.5M Buy
25,193
+973
+4% +$94.9K 1.74% 13
2025
Q2 		$2.27M Buy
24,220
+215
+0.9% +$18.9K 1.69% 13
2025
Q1 		$2.11M Buy
24,005
+370
+2% +$34K 1.59% 13
2024
Q4 		$2.19M Buy
23,635
+160
+0.7% +$15.4K 1.53% 14
2024
Q3 		$2.28M Sell
23,475
-491
-2% -$44.9K 1.76% 11
2024
Q2 		$2.08M Buy
23,966
+262
+1% +$22.8K 1.73% 12
2024
Q1 		$2.13M Buy
23,704
+241
+1% +$20.7K 1.79% 11
2023
Q4 		$1.99M Sell
23,463
-202
-0.9% -$15.7K 1.76% 10
2023
Q3 		$1.79M Sell
23,665
-1,101
-4% -$87.7K 1.76% 10
2023
Q2 		$1.98M Buy
24,766
+526
+2% +$39.6K 1.81% 8
2023
Q1 		$1.79M Sell
24,240
-38
-0.2% -$2.7K 1.77% 8
2022
Q4 		$1.58M Sell
24,278
-262
-1% -$17K 1.65% 11
2022
Q3 		$1.47M Hold
24,540
– – 1.65% 12
2022
Q2 		$1.56M Hold
24,540
– – 1.72% 11
2022
Q1 		$1.83M Buy
24,540
+456
+2% +$33.6K 1.7% 8
2021
Q4 		$1.83M Buy
+24,084
New +$1.83M 1.64% 12

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Cross Staff Investments's MOAT Position: Q2 2026 in Review

Cross Staff Investments increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.01% in Q2 2026, buying an estimated $303 and bringing the position to 25,233 shares worth $2.62M. The position accounts for 1.48% of the portfolio, ranked #16.

Cross Staff Investments first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cross Staff Investments held 25,233 shares of VanEck Morningstar Wide Moat ETF worth $2.62M as of Q2 2026.
  • Cross Staff Investments bought 3 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $303.
  • VanEck Morningstar Wide Moat ETF made up 1.48% of Cross Staff Investments's portfolio in Q2 2026, its #16 holding.
  • Cross Staff Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.