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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
2019
Q2 		– Sell
-147,469
Closed -$6.88M – 372
2019
Q1 		$6.88M Buy
+147,469
New +$6.67M 0.41% 71

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

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. 734 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.
  • 734 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.