Edmond de Rothschild Holding’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Edmond de Rothschild Holding’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	-212	Closed	-$20.5K	–	626
2026 Q1	$20.5K	Sell	212 -65	-23%	-$6.74K	﹤0.01%	482
2025 Q4	$28.7K	Hold	277	–	–	﹤0.01%	494
2025 Q3	$27.5K	Hold	277	–	–	﹤0.01%	497
2025 Q2	$26K	Hold	277	–	–	﹤0.01%	494
2025 Q1	$24.4K	Hold	277	–	–	﹤0.01%	503
2024 Q4	$25.7K	Hold	277	–	–	﹤0.01%	536
2024 Q3	$26.9K	Buy	+277	New	+$25.3K	﹤0.01%	566
2022 Q2	–	Sell	-1,300	Closed	-$97K	–	836
2022 Q1	$97K	Buy	+1,300	New	+$95.8K	﹤0.01%	594
2020 Q3	–	Sell	-93	Closed	-$5K	–	640
2020 Q2	$5K	Buy	+93	New	+$4.63K	﹤0.01%	596
2017 Q3	–	Sell	-6,700	Closed	-$265K	–	837
2017 Q2	$265K	Hold	6,700	–	–	0.01%	448
2017 Q1	$251K	Hold	6,700	–	–	0.01%	461
2016 Q4	$233K	Buy	+6,700	New	+$231K	0.01%	472

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

Edmond de Rothschild Holding's MOAT Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 212 shares — an estimated $20.5K sold.

Edmond de Rothschild Holding first reported a position in MOAT in Q4 2016 and held it in 12 quarters. The position peaked at $265K in Q2 2017. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Edmond de Rothschild Holding reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 212 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $20.5K.
Edmond de Rothschild Holding first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and held it in 12 quarters.
Edmond de Rothschild Holding's VanEck Morningstar Wide Moat ETF position peaked at $265K in Q2 2017.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.