Johnson Investment Counsel’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Johnson Investment Counsel’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	$673K	Buy	6,477 +2,535	+64%	+$256K	﹤0.01%	541
2026 Q1	$381K	Sell	3,942 -143	-4%	-$14.8K	﹤0.01%	660
2025 Q4	$423K	Buy	4,085 +560	+16%	+$57.2K	﹤0.01%	588
2025 Q3	$349K	Sell	3,525 -755	-18%	-$73.7K	﹤0.01%	652
2025 Q2	$401K	Hold	4,280	–	–	﹤0.01%	602
2025 Q1	$377K	Hold	4,280	–	–	﹤0.01%	589
2024 Q4	$397K	Buy	4,280 +171	+4%	+$16.5K	﹤0.01%	577
2024 Q3	$398K	Buy	4,109 +834	+25%	+$76.3K	﹤0.01%	559
2024 Q2	$284K	Buy	3,275 +1,000	+44%	+$86.9K	﹤0.01%	612
2024 Q1	$205K	Buy	+2,275	New	+$195K	﹤0.01%	719
2022 Q4	–	Sell	-3,554	Closed	-$213K	–	673
2022 Q3	$213K	Buy	+3,554	New	+$239K	﹤0.01%	601

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

Johnson Investment Counsel's MOAT Position: Q2 2026 in Review

Johnson Investment Counsel increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 64% in Q2 2026, buying an estimated $256K and bringing the position to 6,477 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Johnson Investment Counsel first reported a position in MOAT in Q3 2022 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Johnson Investment Counsel held 6,477 shares of VanEck Morningstar Wide Moat ETF worth $673K as of Q2 2026.
Johnson Investment Counsel bought 2,535 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $256K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #541 holding.
Johnson Investment Counsel first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 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 Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.