Independent Advisor Alliance’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Independent Advisor Alliance’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	–	Sell	-91,787	Closed	-$8.88M	–	1430
2026 Q1	$8.88M	Buy	+91,787	New	+$9.51M	0.1%	193
2025 Q1	–	Sell	-107,509	Closed	-$9.97M	–	1160
2024 Q4	$9.97M	Buy	+107,509	New	+$10.4M	0.13%	166
2020 Q1	–	Sell	-206,861	Closed	-$11.3M	–	689
2019 Q4	$11.3M	Buy	+206,861	New	+$10.9M	0.49%	42

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

Independent Advisor Alliance's MOAT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 91,787 shares — an estimated $8.88M sold.

Independent Advisor Alliance first reported a position in MOAT in Q4 2019 and held it in 3 quarters. The position peaked at $11.3M in Q4 2019. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Independent Advisor Alliance reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 91,787 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $8.88M.
Independent Advisor Alliance first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's VanEck Morningstar Wide Moat ETF position peaked at $11.3M in Q4 2019.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.