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Institute for Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Institute for Wealth 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 		$67K Buy
+644
New +$65.1K 0.01% 800

Other funds holding MOAT

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Institute for Wealth Management's MOAT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 644 shares worth $67K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings.

474 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Institute for Wealth Management held 644 shares of VanEck Morningstar Wide Moat ETF worth $67K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Institute for Wealth Management position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #800 holding.
  • 474 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.