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Samalin Investment Counsel’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Samalin Investment Counsel’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 		$752K Sell
7,235
-456
-6% -$46.1K 0.24% 101
2026
Q1 		$744K Sell
7,691
-51
-0.7% -$5.29K 0.26% 115
2025
Q4 		$802K Buy
7,742
+197
+3% +$20.1K 0.28% 102
2025
Q3 		$748K Buy
7,545
+47
+0.6% +$4.58K 0.26% 114
2025
Q2 		$703K Sell
7,498
-2,179
-23% -$191K 0.27% 110
2025
Q1 		$852K Sell
9,677
-1,151
-11% -$106K 0.35% 87
2024
Q4 		$1M Buy
10,828
+3,515
+48% +$339K 0.43% 59
2024
Q3 		$709K Buy
7,313
+502
+7% +$45.9K 0.31% 98
2024
Q2 		$590K Buy
6,811
+259
+4% +$22.5K 0.28% 114
2024
Q1 		$589K Buy
6,552
+162
+3% +$13.9K 0.28% 110
2023
Q4 		$542K Sell
6,390
-7,712
-55% -$599K 0.27% 115
2023
Q3 		$1.07M Buy
14,102
+6,642
+89% +$529K 0.61% 41
2023
Q2 		$595K Buy
7,460
+2,383
+47% +$179K 0.32% 90
2023
Q1 		$375K Sell
5,077
-1,255
-20% -$89.1K 0.23% 132
2022
Q4 		$411K Buy
6,332
+1,922
+44% +$125K 0.26% 121
2022
Q3 		$265K Sell
4,410
-3,045
-41% -$205K 0.19% 148
2022
Q2 		$475K Buy
7,455
+245
+3% +$16.8K 0.33% 90
2022
Q1 		$539K Buy
+7,210
New +$531K 0.33% 87
2021
Q4 		– Sell
-5,172
Closed -$379K – 260
2021
Q3 		$379K Buy
5,172
+203
+4% +$15.3K 0.25% 137
2021
Q2 		$368K Buy
4,969
+704
+17% +$51.3K 0.24% 149
2021
Q1 		$295K Buy
+4,265
New +$281K 0.2% 167

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Samalin Investment Counsel's MOAT Position: Q2 2026 in Review

Samalin Investment Counsel reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.9% in Q2 2026, selling an estimated $46.1K and leaving 7,235 shares worth $752K. The position accounts for 0.24% of the portfolio, ranked #101.

Samalin Investment Counsel first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q3 2023. 299 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Samalin Investment Counsel held 7,235 shares of VanEck Morningstar Wide Moat ETF worth $752K as of Q2 2026.
  • Samalin Investment Counsel sold 456 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $46.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.24% of Samalin Investment Counsel's portfolio in Q2 2026, its #101 holding.
  • Samalin Investment Counsel first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • Samalin Investment Counsel's VanEck Morningstar Wide Moat ETF position peaked at $1.07M in Q3 2023.
  • 299 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.