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Eagle Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Eagle Strategies’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 		– Sell
-51,781
Closed -$5.01M – 279
2026
Q1 		$5.01M Sell
51,781
-21,008
-29% -$2.18M 0.6% 46
2025
Q4 		$7.54M Buy
72,789
+1,162
+2% +$119K 0.96% 27
2025
Q3 		$7.1M Sell
71,627
-55,125
-43% -$5.38M 0.95% 28
2025
Q2 		$11.9M Buy
126,752
+3,312
+3% +$291K 1.81% 14
2025
Q1 		$10.9M Sell
123,440
-84,249
-41% -$7.75M 1.89% 12
2024
Q4 		$19.3M Buy
207,689
+16,489
+9% +$1.59M 3.33% 4
2024
Q3 		$18.5M Buy
191,200
+8,752
+5% +$800K 3.35% 4
2024
Q2 		$15.8M Buy
182,448
+158,206
+653% +$13.7M 3.02% 4
2024
Q1 		$2.18M Sell
24,242
-118,388
-83% -$10.2M 0.48% 52
2023
Q4 		$12.1M Buy
142,630
+2,708
+2% +$210K 2.59% 7
2023
Q3 		$10.6M Buy
139,922
+4,386
+3% +$349K 2.61% 7
2023
Q2 		$10.8M Sell
135,536
-11,158
-8% -$840K 2.63% 7
2023
Q1 		$10.8M Buy
146,694
+13,988
+11% +$993K 2.71% 10
2022
Q4 		$8.61M Sell
132,706
-312
-0.2% -$20.2K 2.57% 9
2022
Q3 		$7.98M Buy
133,018
+4,229
+3% +$284K 4.17% 5
2022
Q2 		$8.21M Buy
128,789
+21,328
+20% +$1.46M 2.99% 9
2022
Q1 		$8.03M Buy
107,461
+25,868
+32% +$1.91M 3.14% 7
2021
Q4 		$6.21M Buy
+81,593
New +$6.18M 2.42% 9

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Eagle Strategies's MOAT Position: Q2 2026 in Review

Eagle Strategies sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 51,781 shares — an estimated $5.01M sold.

Eagle Strategies first reported a position in MOAT in Q4 2021 and held it in 18 quarters. The position peaked at $19.3M in Q4 2024. 351 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Eagle Strategies reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Eagle Strategies sold 51,781 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $5.01M.
  • Eagle Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 18 quarters.
  • Eagle Strategies's VanEck Morningstar Wide Moat ETF position peaked at $19.3M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.