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

Realta 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 		$816K Sell
7,852
-13,238
-63% -$1.34M 0.25% 96
2026
Q1 		$2.04M Hold
21,090
– – 0.71% 35
2025
Q4 		$2.18M Sell
21,090
-1,302
-6% -$133K 0.71% 33
2025
Q3 		$2.22M Sell
22,392
-130
-0.6% -$12.7K 0.74% 34
2025
Q2 		$2.11M Sell
22,522
-170
-0.7% -$14.9K 0.83% 27
2025
Q1 		$2M Sell
22,692
-5,231
-19% -$481K 0.91% 25
2024
Q4 		$2.59M Sell
27,923
-278
-1% -$26.8K 1.06% 18
2024
Q3 		$2.74M Sell
28,201
-835
-3% -$76.4K 1.26% 13
2024
Q2 		$2.51M Sell
29,036
-25,996
-47% -$2.26M 0.49% 39
2024
Q1 		$4.95M Sell
55,032
-3,824
-6% -$328K 1.02% 12
2023
Q4 		$5M Sell
58,856
-2,372
-4% -$184K 1.13% 13
2023
Q3 		$4.89M Sell
61,228
-58
-0.1% -$4.62K 1.12% 11
2023
Q2 		$4.89M Buy
61,286
+1,070
+2% +$80.5K 1.07% 11
2023
Q1 		$4.45M Buy
60,216
+59,428
+7,542% +$4.22M 1.08% 10
2022
Q4 		$51.1K Sell
788
-3,771
-83% -$245K 0.01% 550
2022
Q3 		$274K Buy
+4,559
New +$307K 0.07% 300
2022
Q2 		– Sell
-3,999
Closed -$299K – 422
2022
Q1 		$299K Buy
+3,999
New +$295K 0.06% 304
2020
Q1 		– Sell
-1,783
Closed -$97K – 966
2019
Q4 		$97K Buy
1,783
+933
+110% +$49.4K 0.03% 510
2019
Q3 		$43K Buy
850
+700
+467% +$34.3K 0.01% 717
2019
Q2 		$7K Buy
+150
New +$7.1K ﹤0.01% 1260

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

Realta Investment Advisors's MOAT Position: Q2 2026 in Review

Realta Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 63% in Q2 2026, selling an estimated $1.34M and leaving 7,852 shares worth $816K. The position accounts for 0.25% of the portfolio, ranked #96.

Realta Investment Advisors first reported a position in MOAT in Q2 2019 and has held it in 20 quarters since. The position peaked at $5M in Q4 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Realta Investment Advisors held 7,852 shares of VanEck Morningstar Wide Moat ETF worth $816K as of Q2 2026.
  • Realta Investment Advisors sold 13,238 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.34M.
  • VanEck Morningstar Wide Moat ETF made up 0.25% of Realta Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Realta Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 20 quarters since.
  • Realta Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5M in Q4 2023.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.