Integrated Wealth Concepts
MOAT icon

Integrated Wealth Concepts’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Integrated Wealth Concepts’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 		$29.9M Buy
288,074
+41,606
+17% +$4.21M 0.2% 107
2026
Q1 		$23.8M Buy
246,468
+241,761
+5,136% +$25.1M 0.19% 110
2025
Q4 		$487K Sell
4,707
-1,616
-26% -$165K 0.01% 1109
2025
Q3 		$627K Sell
6,323
-170
-3% -$16.6K 0.01% 1228
2025
Q2 		$609K Buy
6,493
+1,781
+38% +$156K 0.01% 1162
2025
Q1 		$415K Sell
4,712
-486
-9% -$44.7K ﹤0.01% 1237
2024
Q4 		$482K Sell
5,198
-98
-2% -$9.44K 0.01% 1135
2024
Q3 		$513K Buy
5,296
+207
+4% +$18.9K 0.01% 1069
2024
Q2 		$441K Buy
5,089
+256
+5% +$22.2K 0.01% 1102
2024
Q1 		$434K Sell
4,833
-8,707
-64% -$747K 0.01% 1113
2023
Q4 		$1.15M Sell
13,540
-264
-2% -$20.5K 0.02% 672
2023
Q3 		$1.05M Buy
13,804
+9,559
+225% +$761K 0.02% 676
2023
Q2 		$339K Sell
4,245
-12
-0.3% -$903 0.01% 1167
2023
Q1 		$314K Buy
+4,257
New +$302K 0.01% 1030
2022
Q2 		– Sell
-4,720
Closed -$353K – 1037
2022
Q1 		$353K Sell
4,720
-2,421
-34% -$178K 0.01% 685
2021
Q4 		$543K Buy
7,141
+1,229
+21% +$93.1K 0.02% 596
2021
Q3 		$433K Buy
+5,912
New +$445K 0.01% 611
2021
Q2 		– Sell
-4,219
Closed -$292K – 823
2021
Q1 		$292K Sell
4,219
-1,658
-28% -$109K 0.01% 594
2020
Q4 		$364K Sell
5,877
-141
-2% -$8.31K 0.02% 473
2020
Q3 		$329K Sell
6,018
-31
-0.5% -$1.69K 0.02% 434
2020
Q2 		$316K Sell
6,049
-219
-3% -$10.9K 0.02% 385
2020
Q1 		$274K Sell
6,268
-6,703
-52% -$345K 0.03% 327
2019
Q4 		$711K Sell
12,971
-133
-1% -$7.04K 0.06% 209
2019
Q3 		$657K Buy
13,104
+789
+6% +$38.7K 0.07% 170
2019
Q2 		$502K Buy
12,315
+4,266
+53% +$202K 0.07% 180
2019
Q1 		$375K Buy
+8,049
New +$364K 0.06% 206

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
Mesirow Financial Investment Management
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
Boulay Financial Advisors
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 Wealth Concepts's MOAT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 17% in Q2 2026, buying an estimated $4.21M and bringing the position to 288,074 shares worth $29.9M. The position accounts for 0.2% of the portfolio, ranked #107.

Integrated Wealth Concepts first reported a position in MOAT in Q1 2019 and has held it in 26 quarters since. 735 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Integrated Wealth Concepts held 288,074 shares of VanEck Morningstar Wide Moat ETF worth $29.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 41,606 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $4.21M.
  • VanEck Morningstar Wide Moat ETF made up 0.2% of Integrated Wealth Concepts's portfolio in Q2 2026, its #107 holding.
  • Integrated Wealth Concepts first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 26 quarters since.
  • 735 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.