Envestnet Asset Management
MOAT icon

Envestnet Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Envestnet Asset Management’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 		$48.4M Sell
465,552
-87,036
-16% -$8.8M 0.01% 887
2026
Q1 		$53.4M Buy
552,588
+59,575
+12% +$6.18M 0.01% 770
2025
Q4 		$51.1M Sell
493,013
-97,919
-17% -$10M 0.02% 730
2025
Q3 		$58.6M Sell
590,932
-125,019
-17% -$12.2M 0.02% 705
2025
Q2 		$67.1M Buy
715,951
+62,513
+10% +$5.48M 0.02% 651
2025
Q1 		$57.5M Buy
653,438
+55,612
+9% +$5.12M 0.02% 660
2024
Q4 		$55.4M Buy
597,826
+30,953
+5% +$2.98M 0.02% 662
2024
Q3 		$55M Sell
566,873
-138,923
-20% -$12.7M 0.02% 671
2024
Q2 		$61.1M Sell
705,796
-139,656
-17% -$12.1M 0.02% 594
2024
Q1 		$76M Buy
845,452
+26,507
+3% +$2.27M 0.03% 517
2023
Q4 		$69.5M Buy
818,945
+2,494
+0.3% +$194K 0.03% 493
2023
Q3 		$61.9M Buy
816,451
+237,314
+41% +$18.9M 0.03% 499
2023
Q2 		$46.2M Buy
579,137
+183,401
+46% +$13.8M 0.02% 558
2023
Q1 		$29.2M Buy
395,736
+31,329
+9% +$2.22M 0.01% 707
2022
Q4 		$23.7M Buy
364,407
+52,032
+17% +$3.37M 0.01% 775
2022
Q3 		$18.7M Buy
312,375
+1,001
+0.3% +$67.3K 0.01% 811
2022
Q2 		$19.8M Buy
311,374
+11,700
+4% +$803K 0.01% 792
2022
Q1 		$22.4M Sell
299,674
-45,347
-13% -$3.34M 0.01% 798
2021
Q4 		$26.3M Buy
345,021
+35,949
+12% +$2.72M 0.01% 731
2021
Q3 		$22.6M Buy
309,072
+78,806
+34% +$5.93M 0.01% 737
2021
Q2 		$17.1M Buy
230,266
+42,831
+23% +$3.12M 0.01% 853
2021
Q1 		$13M Sell
187,435
-94,687
-34% -$6.24M 0.01% 897
2020
Q4 		$17.5M Sell
282,122
-1,799
-0.6% -$106K 0.01% 668
2020
Q3 		$15.5M Buy
283,921
+19,220
+7% +$1.05M 0.01% 650
2020
Q2 		$13.8M Buy
264,701
+96,794
+58% +$4.82M 0.01% 655
2020
Q1 		$7.34M Buy
167,907
+85,060
+103% +$4.37M 0.01% 804
2019
Q4 		$4.54M Sell
82,847
-45,209
-35% -$2.39M ﹤0.01% 1178
2019
Q3 		$6.42M Buy
128,056
+15,979
+14% +$783K 0.01% 951
2019
Q2 		$5.38M Sell
112,077
-422
-0.4% -$20K 0.01% 1015
2019
Q1 		$5.25M Sell
112,499
-11,249
-9% -$508K 0.01% 970
2018
Q4 		$5.09M Buy
123,748
+51,422
+71% +$2.29M 0.01% 880
2018
Q3 		$3.38M Sell
72,326
-9,852
-12% -$450K 0.01% 501
2018
Q2 		$3.58M Buy
82,178
+1,157
+1% +$49.3K 0.01% 600
2018
Q1 		$3.33M Buy
81,021
+69,322
+593% +$3.01M 0.01% 524
2017
Q4 		$496K Sell
11,699
-2,297
-16% -$94.8K ﹤0.01% 1496
2017
Q3 		$566K Sell
13,996
-2,600
-16% -$103K ﹤0.01% 1407
2017
Q2 		$655K Buy
16,596
+4,255
+34% +$163K ﹤0.01% 1369
2017
Q1 		$464K Buy
12,341
+1,994
+19% +$73.5K ﹤0.01% 1561
2016
Q4 		$359K Buy
10,347
+5,849
+130% +$201K ﹤0.01% 1651
2016
Q3 		$153K Sell
4,498
-9,040
-67% -$309K ﹤0.01% 2146
2016
Q2 		$440K Buy
13,538
+5,044
+59% +$162K ﹤0.01% 1709
2016
Q1 		$261K Sell
8,494
-75,384
-90% -$2.16M ﹤0.01% 1928
2015
Q4 		$2.42M Sell
83,878
-1,749
-2% -$52K 0.01% 875
2015
Q3 		$2.39M Buy
85,627
+1,524
+2% +$45.6K 0.01% 877
2015
Q2 		$2.58M Buy
84,103
+1,676
+2% +$52.4K 0.01% 917
2015
Q1 		$2.5M Buy
82,427
+52,271
+173% +$1.58M 0.01% 867
2014
Q4 		$937K Sell
30,156
-60,154
-67% -$1.88M 0.01% 548
2014
Q3 		$2.83M Buy
90,310
+73,365
+433% +$2.28M 0.03% 322
2014
Q2 		$519K Sell
16,945
-9,292
-35% -$278K 0.01% 749
2014
Q1 		$769K Buy
26,237
+1,108
+4% +$31.8K 0.01% 539
2013
Q4 		$725K Buy
25,129
+986
+4% +$27.4K 0.01% 532
2013
Q3 		$655K Buy
+24,143
New +$632K 0.01% 548

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

Envestnet Asset Management's MOAT Position: Q2 2026 in Review

Envestnet Asset Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 16% in Q2 2026, selling an estimated $8.8M and leaving 465,552 shares worth $48.4M. The position accounts for 0.01% of the portfolio, ranked #887.

Envestnet Asset Management first reported a position in MOAT in Q3 2013 and has held it in 52 quarters since. The position peaked at $76M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Envestnet Asset Management held 465,552 shares of VanEck Morningstar Wide Moat ETF worth $48.4M as of Q2 2026.
  • Envestnet Asset Management sold 87,036 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $8.8M.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #887 holding.
  • Envestnet Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $76M in Q1 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.