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

Emergent Wealth 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	$241K	Hold	2,319	–	–	0.13%	109
2026 Q1	$224K	Sell	2,319 -235	-9%	-$24.4K	0.13%	114
2025 Q4	$264K	Sell	2,554 -197	-7%	-$20.1K	0.15%	107
2025 Q3	$273K	Sell	2,751 -143	-5%	-$13.9K	0.16%	94
2025 Q2	$271K	Sell	2,894 -24	-0.8%	-$2.1K	0.17%	90
2025 Q1	$257K	Sell	2,918 -103	-3%	-$9.48K	0.19%	92
2024 Q4	$280K	Sell	3,021 -26	-0.9%	-$2.5K	0.2%	87
2024 Q3	$291K	Sell	3,047 -11,834	-80%	-$1.08M	0.22%	82
2024 Q2	$1.29M	Sell	14,881 -23,177	-61%	-$2.01M	1.04%	21
2024 Q1	$3.42M	Buy	+38,058	New	+$3.27M	2.95%	8

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

Emergent Wealth Advisors's MOAT Position: Q2 2026 in Review

Emergent Wealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,319 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #109.

Emergent Wealth Advisors first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2024. 726 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Emergent Wealth Advisors held 2,319 shares of VanEck Morningstar Wide Moat ETF worth $241K as of Q2 2026.
Emergent Wealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.13% of Emergent Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Emergent Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Emergent Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.42M in Q1 2024.
726 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.