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Glass Jacobson Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Glass Jacobson Investment 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 		$55.6K Hold
534
– – 0.02% 318
2026
Q1 		$51.7K Sell
534
-2,415
-82% -$250K 0.02% 310
2025
Q4 		$305K Buy
2,949
+36
+1% +$3.68K 0.11% 154
2025
Q3 		$289K Sell
2,913
-77
-3% -$7.51K 0.1% 156
2025
Q2 		$280K Buy
2,990
+129
+5% +$11.3K 0.11% 155
2025
Q1 		$265K Hold
2,861
– – 0.09% 204
2024
Q4 		$265K Buy
2,861
+35
+1% +$3.37K 0.09% 204
2024
Q3 		$274K Buy
2,826
+125
+5% +$11.4K 0.09% 196
2024
Q2 		$234K Buy
2,701
+472
+21% +$41K 0.09% 196
2024
Q1 		$200K Buy
+2,229
New +$191K 0.08% 206

Other funds holding MOAT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Glass Jacobson Investment Advisors's MOAT Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 534 shares worth $55.6K. The position accounts for 0.02% of the portfolio, ranked #318.

Glass Jacobson Investment Advisors first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $305K in Q4 2025. 444 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Glass Jacobson Investment Advisors held 534 shares of VanEck Morningstar Wide Moat ETF worth $55.6K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #318 holding.
  • Glass Jacobson Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
  • Glass Jacobson Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $305K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.