Novare Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Novare Capital 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	$620K	Sell	5,963 -1,368	-19%	-$138K	0.04%	134
2026 Q1	$709K	Sell	7,331 -99,229	-93%	-$10.3M	0.06%	120
2025 Q4	$11M	Buy	106,560 +414	+0.4%	+$42.3K	0.83%	42
2025 Q3	$10.5M	Buy	106,146 +976	+0.9%	+$95.2K	0.8%	44
2025 Q2	$9.86M	Buy	105,170 +1,671	+2%	+$147K	0.8%	46
2025 Q1	$9.11M	Buy	103,499 +1,496	+1%	+$138K	0.8%	49
2024 Q4	$9.46M	Buy	102,003 +3,405	+3%	+$328K	0.8%	49
2024 Q3	$9.56M	Buy	98,598 +20,347	+26%	+$1.86M	0.81%	52
2024 Q2	$6.78M	Buy	78,251 +2,414	+3%	+$210K	0.61%	61
2024 Q1	$6.82M	Buy	75,837 +13,275	+21%	+$1.14M	0.62%	64
2023 Q4	$5.31M	Buy	62,562 +7,120	+13%	+$553K	0.54%	66
2023 Q3	$4.2M	Buy	+55,442	New	+$4.41M	0.47%	69

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

Novare Capital Management's MOAT Position: Q2 2026 in Review

Novare Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 19% in Q2 2026, selling an estimated $138K and leaving 5,963 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #134.

Novare Capital Management first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $11M in Q4 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Novare Capital Management held 5,963 shares of VanEck Morningstar Wide Moat ETF worth $620K as of Q2 2026.
Novare Capital Management sold 1,368 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $138K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Novare Capital Management's portfolio in Q2 2026, its #134 holding.
Novare Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Novare Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $11M in Q4 2025.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.