Envestnet Portfolio Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Envestnet Portfolio Solutions’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	$2.14M	Buy	20,586 +827	+4%	+$83.6K	0.01%	485
2026 Q1	$1.91M	Buy	19,759 +9	+0%	+$933	0.01%	470
2025 Q4	$2.05M	Sell	19,750 -515	-3%	-$52.6K	0.01%	540
2025 Q3	$2.01M	Sell	20,265 -12,155	-37%	-$1.19M	0.01%	526
2025 Q2	$3.04M	Sell	32,420 -35,211	-52%	-$3.09M	0.01%	456
2025 Q1	$5.95M	Sell	67,631 -2,579	-4%	-$237K	0.02%	319
2024 Q4	$6.51M	Buy	70,210 +2,869	+4%	+$276K	0.02%	343
2024 Q3	$6.53M	Sell	67,341 -14,952	-18%	-$1.37M	0.02%	333
2024 Q2	$7.13M	Buy	82,293 +4,601	+6%	+$400K	0.02%	295
2024 Q1	$6.98M	Buy	77,692 +7,324	+10%	+$628K	0.03%	305
2023 Q4	$5.97M	Buy	70,368 +9,401	+15%	+$730K	0.02%	288
2023 Q3	$4.62M	Buy	+60,967	New	+$4.85M	0.02%	327

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

Envestnet Portfolio Solutions's MOAT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.2% in Q2 2026, buying an estimated $83.6K and bringing the position to 20,586 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #485.

Envestnet Portfolio Solutions first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.13M in Q2 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Envestnet Portfolio Solutions held 20,586 shares of VanEck Morningstar Wide Moat ETF worth $2.14M as of Q2 2026.
Envestnet Portfolio Solutions bought 827 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $83.6K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #485 holding.
Envestnet Portfolio Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's VanEck Morningstar Wide Moat ETF position peaked at $7.13M in Q2 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.