Glassman Wealth Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Glassman Wealth Services’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	$19.1K	Hold	184	–	–	﹤0.01%	181
2026 Q1	$17.8K	Sell	184 -508	-73%	-$52.7K	﹤0.01%	143
2025 Q4	$71.6K	Buy	692 +1	+0.1%	+$102	0.01%	111
2025 Q3	$68.5K	Hold	691	–	–	0.01%	106
2025 Q2	$64.8K	Hold	691	–	–	0.01%	105
2025 Q1	$60.8K	Hold	691	–	–	0.01%	104
2024 Q4	$64.1K	Buy	691 +57	+9%	+$5.49K	0.01%	99
2024 Q3	$61.5K	Hold	634	–	–	0.01%	100
2024 Q2	$54.9K	Hold	634	–	–	0.01%	111
2024 Q1	$57K	Hold	634	–	–	0.01%	110
2023 Q4	$53.8K	Sell	634 -523	-45%	-$40.6K	0.01%	435
2023 Q3	$87.7K	Buy	1,157 +675	+140%	+$53.7K	0.01%	302
2023 Q2	$38.5K	Hold	482	–	–	0.01%	470
2023 Q1	$35.6K	Hold	482	–	–	0.01%	490
2022 Q4	$31.3K	Sell	482 -27	-5%	-$1.75K	0.01%	542
2022 Q3	$31K	Buy	509 +27	+6%	+$1.82K	0.01%	500
2022 Q2	$31K	Hold	482	–	–	0.01%	499
2022 Q1	$36K	Hold	482	–	–	0.01%	484
2021 Q4	$37K	Hold	482	–	–	0.01%	442
2021 Q3	$35K	Hold	482	–	–	0.01%	435
2021 Q2	$36K	Hold	482	–	–	0.01%	418
2021 Q1	$33K	Hold	482	–	–	0.01%	408
2020 Q4	$30K	Buy	+482	New	+$28.4K	0.01%	428
2019 Q3	–	Sell	-340	Closed	-$16K	–	1249
2019 Q2	$16K	Buy	+340	New	+$16.1K	0.01%	390

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

Glassman Wealth Services's MOAT Position: Q2 2026 in Review

Glassman Wealth Services held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 184 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Glassman Wealth Services first reported a position in MOAT in Q2 2019 and has held it in 24 quarters since. The position peaked at $87.7K in Q3 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Glassman Wealth Services held 184 shares of VanEck Morningstar Wide Moat ETF worth $19.1K as of Q2 2026.
Glassman Wealth Services left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #181 holding.
Glassman Wealth Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 24 quarters since.
Glassman Wealth Services's VanEck Morningstar Wide Moat ETF position peaked at $87.7K in Q3 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.