Rothschild Investment LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rothschild Investment LLC’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	$69.3K	Hold	667	–	–	﹤0.01%	1163
2026 Q1	$64.5K	Sell	667 -567	-46%	-$58.8K	﹤0.01%	1047
2025 Q4	$128K	Buy	1,234 +192	+18%	+$19.6K	0.01%	747
2025 Q3	$103K	Hold	1,042	–	–	0.01%	788
2025 Q2	$97.7K	Hold	1,042	–	–	0.01%	648
2025 Q1	$91.7K	Sell	1,042 -686	-40%	-$63.1K	0.01%	648
2024 Q4	$160K	Hold	1,728	–	–	0.01%	552
2024 Q3	$168K	Hold	1,728	–	–	0.01%	552
2024 Q2	$150K	Sell	1,728 -366	-17%	-$31.8K	0.01%	548
2024 Q1	$188K	Hold	2,094	–	–	0.01%	477
2023 Q4	$178K	Buy	+2,094	New	+$163K	0.01%	433
2015 Q1	–	Sell	-13,819	Closed	-$429K	–	507
2014 Q4	$429K	Sell	13,819 -433	-3%	-$13.6K	0.05%	313
2014 Q3	$446K	Buy	+14,252	New	+$443K	0.05%	315

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Rothschild Investment LLC's MOAT Position: Q2 2026 in Review

Rothschild Investment LLC held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 667 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Rothschild Investment LLC first reported a position in MOAT in Q3 2014 and has held it in 13 quarters since. The position peaked at $446K in Q3 2014. 602 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Rothschild Investment LLC held 667 shares of VanEck Morningstar Wide Moat ETF worth $69.3K as of Q2 2026.
Rothschild Investment LLC left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1163 holding.
Rothschild Investment LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2014 and has held it in 13 quarters since.
Rothschild Investment LLC's VanEck Morningstar Wide Moat ETF position peaked at $446K in Q3 2014.
602 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.