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

EverSource 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	$292K	Buy	2,812 +30	+1%	+$3.03K	0.01%	814
2026 Q1	$269K	Hold	2,782	–	–	0.01%	900
2025 Q4	$288K	Buy	2,782 +46	+2%	+$4.7K	0.01%	782
2025 Q3	$271K	Sell	2,736 -21	-0.8%	-$2.05K	0.01%	770
2025 Q2	$259K	Buy	2,757 +2,737	+13,685%	+$240K	0.01%	742
2025 Q1	$1.8K	Hold	20	–	–	﹤0.01%	2973
2024 Q4	$1.9K	Hold	20	–	–	﹤0.01%	2731
2024 Q3	$1.96K	Hold	20	–	–	﹤0.01%	2559
2024 Q2	$1.84K	Hold	20	–	–	﹤0.01%	2575
2024 Q1	$1.72K	Sell	20 -16	-44%	-$1.37K	﹤0.01%	2432
2023 Q4	$3.07K	Buy	36 +20	+125%	+$1.55K	﹤0.01%	2043
2023 Q3	$1.21K	Hold	16	–	–	﹤0.01%	2147
2023 Q2	$1.28K	Buy	+16	New	+$1.2K	﹤0.01%	2147

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

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

EverSource Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.1% in Q2 2026, buying an estimated $3.03K and bringing the position to 2,812 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #814.

EverSource Wealth Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

EverSource Wealth Advisors held 2,812 shares of VanEck Morningstar Wide Moat ETF worth $292K as of Q2 2026.
EverSource Wealth Advisors bought 30 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.03K.
VanEck Morningstar Wide Moat ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #814 holding.
EverSource Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.