Quad-Cities Investment Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Quad-Cities Investment Group’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	$469K	Sell	4,507 -920	-17%	-$93K	0.17%	131
2026 Q1	$525K	Sell	5,427 -667	-11%	-$69.1K	0.21%	103
2025 Q4	$631K	Sell	6,094 -71	-1%	-$7.25K	0.26%	81
2025 Q3	$611K	Buy	6,165 +623	+11%	+$60.8K	0.26%	80
2025 Q2	$520K	Buy	5,542 +3,196	+136%	+$280K	0.24%	90
2025 Q1	$206K	Buy	+2,346	New	+$216K	0.1%	170

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

Quad-Cities Investment Group's MOAT Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 17% in Q2 2026, selling an estimated $93K and leaving 4,507 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #131.

Quad-Cities Investment Group first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $631K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Quad-Cities Investment Group held 4,507 shares of VanEck Morningstar Wide Moat ETF worth $469K as of Q2 2026.
Quad-Cities Investment Group sold 920 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $93K.
VanEck Morningstar Wide Moat ETF made up 0.17% of Quad-Cities Investment Group's portfolio in Q2 2026, its #131 holding.
Quad-Cities Investment Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
Quad-Cities Investment Group's VanEck Morningstar Wide Moat ETF position peaked at $631K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.