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Inspire Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Inspire Advisors’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 		$2.06M Sell
19,777
-318
-2% -$32.1K 0.14% 122
2026
Q1 		$1.94M Sell
20,095
-872
-4% -$90.4K 0.16% 108
2025
Q4 		$2.17M Sell
20,967
-627
-3% -$64K 0.2% 87
2025
Q3 		$2.14M Sell
21,594
-554
-3% -$54K 0.2% 85
2025
Q2 		$2.08M Sell
22,148
-435
-2% -$38.2K 0.22% 82
2025
Q1 		$1.99M Sell
22,583
-1,322
-6% -$122K 0.23% 74
2024
Q4 		$2.22M Sell
23,905
-1,421
-6% -$137K 0.27% 44
2024
Q3 		$2.46M Sell
25,326
-1,164
-4% -$106K 0.3% 38
2024
Q2 		$2.29M Sell
26,490
-473
-2% -$41.1K 0.3% 33
2024
Q1 		$2.42M Sell
26,963
-1,219
-4% -$105K 0.34% 23
2023
Q4 		$2.39M Sell
28,182
-97,198
-78% -$7.55M 0.36% 22
2023
Q3 		$9.51M Buy
125,380
+73,401
+141% +$5.84M 1.68% 10
2023
Q2 		$4.15M Buy
+51,979
New +$3.91M 0.8% 13

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Inspire Advisors's MOAT Position: Q2 2026 in Review

Inspire Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q2 2026, selling an estimated $32.1K and leaving 19,777 shares worth $2.06M. The position accounts for 0.14% of the portfolio, ranked #122.

Inspire Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.51M in Q3 2023. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Inspire Advisors held 19,777 shares of VanEck Morningstar Wide Moat ETF worth $2.06M as of Q2 2026.
  • Inspire Advisors sold 318 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $32.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Inspire Advisors's portfolio in Q2 2026, its #122 holding.
  • Inspire Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
  • Inspire Advisors's VanEck Morningstar Wide Moat ETF position peaked at $9.51M in Q3 2023.
  • 733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.