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

Integrated Advisors Network’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 		$2.74M Sell
26,351
-4,957
-16% -$501K 0.13% 170
2026
Q1 		$3.03M Sell
31,308
-11,051
-26% -$1.15M 0.16% 149
2025
Q4 		$4.39M Sell
42,359
-2,260
-5% -$231K 0.19% 122
2025
Q3 		$4.42M Buy
44,619
+1,656
+4% +$162K 0.19% 132
2025
Q2 		$4.03M Sell
42,963
-6,136
-12% -$538K 0.18% 139
2025
Q1 		$4.32M Sell
49,099
-3,886
-7% -$358K 0.22% 108
2024
Q4 		$4.91M Buy
52,985
+1,468
+3% +$141K 0.23% 106
2024
Q3 		$4.99M Sell
51,517
-1,669
-3% -$153K 0.24% 110
2024
Q2 		$4.61M Sell
53,186
-281
-0.5% -$24.4K 0.24% 113
2024
Q1 		$4.81M Buy
53,467
+3,045
+6% +$261K 0.24% 111
2023
Q4 		$4.28M Buy
50,422
+1,832
+4% +$142K 0.24% 113
2023
Q3 		$3.69M Buy
48,590
+7,475
+18% +$595K 0.23% 116
2023
Q2 		$3.28M Buy
41,115
+6,903
+20% +$520K 0.19% 144
2023
Q1 		$2.53M Buy
34,212
+396
+1% +$28.1K 0.15% 165
2022
Q4 		$2.2M Sell
33,816
-279
-0.8% -$18.1K 0.14% 175
2022
Q3 		$2.04M Buy
34,095
+6,357
+23% +$427K 0.14% 168
2022
Q2 		$1.77M Sell
27,738
-8,804
-24% -$604K 0.12% 198
2022
Q1 		$2.73M Buy
36,542
+8,499
+30% +$626K 0.16% 164
2021
Q4 		$2.13M Buy
28,043
+3,607
+15% +$273K 0.13% 180
2021
Q3 		$1.79M Buy
24,436
+20,020
+453% +$1.51M 0.12% 180
2021
Q2 		$327K Buy
4,416
+394
+10% +$28.7K 0.02% 450
2021
Q1 		$279K Buy
+4,022
New +$265K 0.03% 447
2020
Q3 		– Sell
-11,199
Closed -$585K – 472
2020
Q2 		$585K Buy
+11,199
New +$558K 0.07% 238
2020
Q1 		– Sell
-5,386
Closed -$295K – 421
2019
Q4 		$295K Buy
+5,386
New +$285K 0.04% 324

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

Integrated Advisors Network's MOAT Position: Q2 2026 in Review

Integrated Advisors Network reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 16% in Q2 2026, selling an estimated $501K and leaving 26,351 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #170.

Integrated Advisors Network first reported a position in MOAT in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.99M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Integrated Advisors Network held 26,351 shares of VanEck Morningstar Wide Moat ETF worth $2.74M as of Q2 2026.
  • Integrated Advisors Network sold 4,957 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $501K.
  • VanEck Morningstar Wide Moat ETF made up 0.13% of Integrated Advisors Network's portfolio in Q2 2026, its #170 holding.
  • Integrated Advisors Network first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 24 quarters since.
  • Integrated Advisors Network's VanEck Morningstar Wide Moat ETF position peaked at $4.99M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.