Harbour Trust & Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Harbour Trust & Investment Management’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	$21.6M	Buy	207,803 +3,859	+2%	+$390K	2.08%	14
2026 Q1	$19.7M	Buy	203,944 +8,351	+4%	+$866K	2.09%	12
2025 Q4	$20.3M	Sell	195,593 -751	-0.4%	-$76.7K	2.07%	12
2025 Q3	$19.5M	Sell	196,344 -303	-0.2%	-$29.6K	2.01%	12
2025 Q2	$18.4M	Buy	196,647 +3,001	+2%	+$263K	2.04%	12
2025 Q1	$17M	Buy	193,646 +5,097	+3%	+$469K	2.06%	13
2024 Q4	$17.5M	Buy	188,549 +1,681	+0.9%	+$162K	1.99%	11
2024 Q3	$18.1M	Sell	186,868 -40,870	-18%	-$3.74M	2.07%	10
2024 Q2	$19.7M	Buy	227,738 +11,588	+5%	+$1.01M	2.35%	7
2024 Q1	$19.4M	Buy	216,150 +7,393	+4%	+$634K	2.44%	7
2023 Q4	$17.7M	Buy	+208,757	New	+$16.2M	2.5%	7

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

Harbour Trust & Investment Management's MOAT Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.9% in Q2 2026, buying an estimated $390K and bringing the position to 207,803 shares worth $21.6M. The position accounts for 2.08% of the portfolio, ranked #14.

Harbour Trust & Investment Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Harbour Trust & Investment Management held 207,803 shares of VanEck Morningstar Wide Moat ETF worth $21.6M as of Q2 2026.
Harbour Trust & Investment Management bought 3,859 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $390K.
VanEck Morningstar Wide Moat ETF made up 2.08% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #14 holding.
Harbour Trust & Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.