Insigneo Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Insigneo Advisory 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	$905K	Buy	+8,706	New	+$880K	0.03%	333
2025 Q4	–	Sell	-2,070	Closed	-$205K	–	813
2025 Q3	$205K	Buy	+2,070	New	+$202K	0.01%	629
2024 Q4	–	Sell	-4,335	Closed	-$420K	–	667
2024 Q3	$420K	Hold	4,335	–	–	0.04%	353
2024 Q2	$378K	Sell	4,335 -876	-17%	-$76.1K	0.04%	352
2024 Q1	$468K	Buy	5,211 +11	+0.2%	+$944	0.06%	275
2023 Q4	$441K	Buy	5,200 +95	+2%	+$7.38K	0.06%	261
2023 Q3	$387K	Buy	5,105 +3	+0.1%	+$239	0.08%	233
2023 Q2	$407K	Buy	+5,102	New	+$384K	0.08%	231

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

Insigneo Advisory Services's MOAT Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 8,706 shares worth $905K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in MOAT as recently as Q3 2025.

Insigneo Advisory Services first reported a position in MOAT in Q2 2023 and has held it in 8 quarters since. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Insigneo Advisory Services held 8,706 shares of VanEck Morningstar Wide Moat ETF worth $905K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Insigneo Advisory Services position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #333 holding.
Insigneo Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 8 quarters since.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.