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Mesirow Financial Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mesirow Financial Investment Management’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 		$275M Sell
2,647,494
-27,800
-1% -$2.81M 4.32% 3
2026
Q1 		$259M Buy
2,675,294
+690,768
+35% +$71.6M 4.19% 2
2025
Q4 		$206M Sell
1,984,526
-642,791
-24% -$65.6M 4.22% 3
2025
Q3 		$260M Sell
2,627,317
-41,250
-2% -$4.02M 4.66% 3
2025
Q2 		$250M Sell
2,668,567
-77,874
-3% -$6.83M 4.88% 2
2025
Q1 		$242M Sell
2,746,441
-753,614
-22% -$69.3M 4.68% 3
2024
Q4 		$325M Buy
3,500,055
+858,400
+32% +$82.7M 6.45% 2
2024
Q3 		$256M Buy
2,641,655
+91,428
+4% +$8.36M 4.96% 3
2024
Q2 		$221M Buy
2,550,227
+41,738
+2% +$3.63M 4.98% 3
2024
Q1 		$226M Buy
2,508,489
+252,391
+11% +$21.7M 5.13% 2
2023
Q4 		$191M Buy
+2,256,098
New +$175M 6.99% 2

Other funds holding MOAT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mesirow Financial Investment Management's MOAT Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1% in Q2 2026, selling an estimated $2.81M and leaving 2,647,494 shares worth $275M. The position accounts for 4.32% of the portfolio, ranked #3.

Mesirow Financial Investment Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $325M in Q4 2024. 344 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Mesirow Financial Investment Management held 2,647,494 shares of VanEck Morningstar Wide Moat ETF worth $275M as of Q2 2026.
  • Mesirow Financial Investment Management sold 27,800 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $2.81M.
  • VanEck Morningstar Wide Moat ETF made up 4.32% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #3 holding.
  • Mesirow Financial Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $325M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.