Meitav Investment House’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Meitav Investment House’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	$900K	Hold	8,742	–	–	0.01%	234
2026 Q1	$838K	Hold	8,742	–	–	0.01%	178
2025 Q4	$895K	Hold	8,742	–	–	0.01%	183
2025 Q3	$858K	Buy	8,742 +3,496	+67%	+$341K	0.01%	171
2025 Q2	$488K	Sell	5,246 -1,778	-25%	-$156K	0.01%	176
2025 Q1	$614K	Sell	7,024 -3,782	-35%	-$348K	0.01%	157
2024 Q4	$996K	Sell	10,806 -194	-2%	-$18.7K	0.02%	134
2024 Q3	$1.06M	Buy	11,000 +4,292	+64%	+$392K	0.02%	143
2024 Q2	$579K	Buy	6,708 +322	+5%	+$28K	0.01%	161
2024 Q1	$572K	Sell	6,386 -4,055	-39%	-$348K	0.01%	165
2023 Q4	$884K	Sell	10,441 -5,822	-36%	-$452K	0.01%	211
2023 Q3	$1.23M	Buy	16,263 +4,007	+33%	+$319K	0.02%	191
2023 Q2	$976K	Sell	12,256 -799	-6%	-$60.1K	0.02%	224
2023 Q1	$978K	Buy	13,055 +6,063	+87%	+$430K	0.02%	232
2022 Q4	$452K	Buy	6,992 +2,026	+41%	+$131K	0.01%	300
2022 Q3	$297K	Buy	4,966 +801	+19%	+$53.9K	0.01%	321
2022 Q2	$263K	Buy	4,165 +797	+24%	+$54.7K	﹤0.01%	311
2022 Q1	$250K	Buy	+3,368	New	+$248K	﹤0.01%	356

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

Meitav Investment House's MOAT Position: Q2 2026 in Review

Meitav Investment House held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 8,742 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #234.

Meitav Investment House first reported a position in MOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Meitav Investment House held 8,742 shares of VanEck Morningstar Wide Moat ETF worth $900K as of Q2 2026.
Meitav Investment House left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #234 holding.
Meitav Investment House first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 18 quarters since.
Meitav Investment House's VanEck Morningstar Wide Moat ETF position peaked at $1.23M in Q3 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.