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

IPG Investment 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	$414K	Hold	3,986	–	–	0.06%	172
2026 Q1	$385K	Hold	3,986	–	–	0.07%	157
2025 Q4	$413K	Hold	3,986	–	–	0.07%	151
2025 Q3	$395K	Sell	3,986 -149	-4%	-$14.5K	0.07%	148
2025 Q2	$388K	Hold	4,135	–	–	0.08%	120
2025 Q1	$364K	Hold	4,135	–	–	0.08%	118
2024 Q4	$383K	Hold	4,135	–	–	0.09%	112
2024 Q3	$401K	Buy	4,135 +644	+18%	+$58.9K	0.09%	114
2024 Q2	$302K	Buy	+3,491	New	+$303K	0.07%	125
2024 Q1	–	Sell	-4,080	Closed	-$346K	–	200
2023 Q4	$346K	Sell	4,080 -600	-13%	-$46.6K	0.07%	130
2023 Q3	$355K	Buy	+4,680	New	+$373K	0.08%	120

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

IPG Investment Advisors's MOAT Position: Q2 2026 in Review

IPG Investment Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,986 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #172.

IPG Investment Advisors first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

IPG Investment Advisors held 3,986 shares of VanEck Morningstar Wide Moat ETF worth $414K as of Q2 2026.
IPG Investment Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.06% of IPG Investment Advisors's portfolio in Q2 2026, its #172 holding.
IPG Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.