Moneta Group Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Moneta Group 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	$461K	Sell	4,439 -438	-9%	-$44.3K	﹤0.01%	567
2026 Q1	$472K	Sell	4,877 -1,506	-24%	-$156K	﹤0.01%	515
2025 Q4	$661K	Buy	6,383 +518	+9%	+$52.9K	0.01%	439
2025 Q3	$581K	Buy	5,865 +1,385	+31%	+$135K	﹤0.01%	459
2025 Q2	$420K	Sell	4,480 -60	-1%	-$5.26K	0.01%	476
2025 Q1	$400K	Sell	4,540 -1,209	-21%	-$111K	0.01%	466
2024 Q4	$533K	Buy	5,749 +336	+6%	+$32.4K	0.01%	402
2024 Q3	$525K	Buy	+5,413	New	+$495K	0.01%	394

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

Moneta Group Investment Advisors's MOAT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9% in Q2 2026, selling an estimated $44.3K and leaving 4,439 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Moneta Group Investment Advisors first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $661K in Q4 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Moneta Group Investment Advisors held 4,439 shares of VanEck Morningstar Wide Moat ETF worth $461K as of Q2 2026.
Moneta Group Investment Advisors sold 438 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $44.3K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #567 holding.
Moneta Group Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
Moneta Group Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $661K in Q4 2025.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.