LaSalle St. Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

LaSalle St. 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	$208K	Sell	2,000 -121	-6%	-$12.2K	0.03%	413
2026 Q1	$205K	Hold	2,121	–	–	0.03%	387
2025 Q4	$219K	Sell	2,121 -226	-10%	-$23.1K	0.04%	341
2025 Q3	$232K	Sell	2,347 -78	-3%	-$7.61K	0.04%	311
2025 Q2	$227K	Sell	2,425 -275	-10%	-$24.1K	0.06%	291
2025 Q1	$237K	Hold	2,700	–	–	0.06%	266
2024 Q4	$250K	Buy	+2,700	New	+$260K	0.08%	225

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

LaSalle St. Investment Advisors's MOAT Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.7% in Q2 2026, selling an estimated $12.2K and leaving 2,000 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #413.

LaSalle St. Investment Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

LaSalle St. Investment Advisors held 2,000 shares of VanEck Morningstar Wide Moat ETF worth $208K as of Q2 2026.
LaSalle St. Investment Advisors sold 121 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $12.2K.
VanEck Morningstar Wide Moat ETF made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #413 holding.
LaSalle St. Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
LaSalle St. Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $250K in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.