Mercer Global Advisors
MOAT icon

Mercer Global Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mercer Global 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 		$32.2M Sell
309,771
-13,038
-4% -$1.32M 0.04% 250
2026
Q1 		$31.2M Sell
322,809
-343,025
-52% -$35.6M 0.05% 240
2025
Q4 		$69M Sell
665,834
-128,782
-16% -$13.2M 0.11% 119
2025
Q3 		$78.7M Buy
794,616
+750,236
+1,690% +$73.2M 0.13% 101
2025
Q2 		$4.16M Sell
44,380
-892
-2% -$78.3K 0.01% 624
2025
Q1 		$3.98M Sell
45,272
-2,138
-5% -$197K 0.01% 605
2024
Q4 		$4.4M Sell
47,410
-3,470
-7% -$334K 0.01% 579
2024
Q3 		$4.9M Buy
50,880
+20,114
+65% +$1.84M 0.01% 503
2024
Q2 		$2.66M Buy
30,766
+12,022
+64% +$1.04M 0.01% 638
2024
Q1 		$3.35M Buy
18,744
+5,260
+39% +$451K 0.01% 571
2023
Q4 		$1.14M Sell
13,484
-19,640
-59% -$1.53M ﹤0.01% 921
2023
Q3 		$2.51M Sell
33,124
-44,956
-58% -$3.58M 0.01% 632
2023
Q2 		$6.23M Buy
78,080
+72,734
+1,361% +$5.47M 0.02% 398
2023
Q1 		$395K Hold
5,346
– – ﹤0.01% 1329
2022
Q4 		$347K Sell
5,346
-2,252
-30% -$146K ﹤0.01% 1423
2022
Q3 		$456K Sell
7,598
-3,595
-32% -$242K ﹤0.01% 1169
2022
Q2 		$713K Buy
11,193
+3,953
+55% +$271K ﹤0.01% 985
2022
Q1 		$542K Buy
7,240
+567
+8% +$41.8K ﹤0.01% 1190
2021
Q4 		$508K Sell
6,673
-951
-12% -$72.1K ﹤0.01% 1195
2021
Q3 		$559K Buy
7,624
+322
+4% +$24.2K ﹤0.01% 1117
2021
Q2 		$541K Buy
7,302
+6,657
+1,032% +$485K ﹤0.01% 1108
2021
Q1 		$45K Buy
+645
New +$42.5K ﹤0.01% 1582

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
MFIM
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
BFA
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

Mercer Global Advisors's MOAT Position: Q2 2026 in Review

Mercer Global Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4% in Q2 2026, selling an estimated $1.32M and leaving 309,771 shares worth $32.2M. The position accounts for 0.04% of the portfolio, ranked #250.

Mercer Global Advisors first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $78.7M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Mercer Global Advisors held 309,771 shares of VanEck Morningstar Wide Moat ETF worth $32.2M as of Q2 2026.
  • Mercer Global Advisors sold 13,038 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.32M.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #250 holding.
  • Mercer Global Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's VanEck Morningstar Wide Moat ETF position peaked at $78.7M in Q3 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.