Harel Insurance Investments & Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Harel Insurance Investments & Financial 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	$0	Sell	1 -2,800	-100%	-$283K	﹤0.01%	552
2026 Q1	$271K	Sell	2,801 -200	-7%	-$20.7K	﹤0.01%	274
2025 Q4	$311K	Hold	3,001	–	–	﹤0.01%	253
2025 Q3	$297K	Hold	3,001	–	–	﹤0.01%	262
2025 Q2	$281K	Buy	3,001 +1,100	+58%	+$96.5K	﹤0.01%	261
2025 Q1	$167K	Hold	1,901	–	–	﹤0.01%	282
2024 Q4	$176K	Buy	1,901 +1,200	+171%	+$116K	﹤0.01%	214
2024 Q3	$68K	Buy	701 +700	+70,000%	+$64K	﹤0.01%	319
2024 Q2	$0	Hold	1	–	–	﹤0.01%	568
2024 Q1	$0	Hold	1	–	–	﹤0.01%	597
2023 Q4	$0	Hold	1	–	–	﹤0.01%	661
2023 Q3	$0	Buy	+1	New	+$80	﹤0.01%	735
2020 Q1	–	Sell	-7,000	Closed	-$383K	–	499
2019 Q4	$383K	Sell	7,000 -30	-0.4%	-$1.59K	0.02%	148
2019 Q3	$353K	Hold	7,030	–	–	0.02%	147
2019 Q2	$338K	Buy	7,030 +2,030	+41%	+$96.1K	0.02%	149
2019 Q1	$233K	Sell	5,000 -2,030	-29%	-$91.8K	0.01%	114
2018 Q4	$289K	Buy	+7,030	New	+$313K	0.02%	143

Other funds holding MOAT

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MOAT Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 100% in Q2 2026, selling an estimated $283K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Harel Insurance Investments & Financial Services first reported a position in MOAT in Q4 2018 and has held it in 17 quarters since. The position peaked at $383K in Q4 2019. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Harel Insurance Investments & Financial Services held 1 share of VanEck Morningstar Wide Moat ETF worth $0 as of Q2 2026.
Harel Insurance Investments & Financial Services sold 2,800 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $283K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #552 holding.
Harel Insurance Investments & Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 17 quarters since.
Harel Insurance Investments & Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $383K in Q4 2019.
469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.