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Freestone Capital Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Freestone Capital Holdings’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 		$216K Sell
2,075
-1
-0% -$101 0.01% 562
2026
Q1 		$201K Sell
2,076
-1,038
-33% -$108K 0.01% 518
2025
Q4 		$322K Buy
3,114
+7
+0.2% +$715 0.01% 407
2025
Q3 		$308K Buy
3,107
+669
+27% +$65.3K 0.01% 424
2025
Q2 		$229K Sell
2,438
-640
-21% -$56.1K 0.01% 407
2025
Q1 		$271K Sell
3,078
-145
-4% -$13.3K 0.01% 365
2024
Q4 		$299K Buy
3,223
+47
+1% +$4.53K 0.01% 350
2024
Q3 		$308K Buy
3,176
+761
+32% +$69.6K 0.01% 352
2024
Q2 		$209K Buy
2,415
+21
+0.9% +$1.82K 0.01% 430
2024
Q1 		$215K Buy
+2,394
New +$205K 0.01% 411

Other funds holding MOAT

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Freestone Capital Holdings's MOAT Position: Q2 2026 in Review

Freestone Capital Holdings reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.05% in Q2 2026, selling an estimated $101 and leaving 2,075 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #562.

Freestone Capital Holdings first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $322K in Q4 2025. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Freestone Capital Holdings held 2,075 shares of VanEck Morningstar Wide Moat ETF worth $216K as of Q2 2026.
  • Freestone Capital Holdings sold 1 VanEck Morningstar Wide Moat ETF share in Q2 2026, an estimated $101.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #562 holding.
  • Freestone Capital Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
  • Freestone Capital Holdings's VanEck Morningstar Wide Moat ETF position peaked at $322K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.