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Schaper Benz & Wise Investment Counsel’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Schaper Benz & Wise 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 		$242K Sell
2,329
-282
-11% -$28.5K 0.02% 154
2026
Q1 		$252K Buy
2,611
+185
+8% +$19.2K 0.02% 147
2025
Q4 		$251K Sell
2,426
-20
-0.8% -$2.04K 0.02% 147
2025
Q3 		$242K Hold
2,446
– – 0.02% 145
2025
Q2 		$229K Sell
2,446
-6,731
-73% -$590K 0.02% 145
2025
Q1 		$808K Buy
9,177
+177
+2% +$16.3K 0.07% 104
2024
Q4 		$835K Buy
9,000
+65
+0.7% +$6.26K 0.07% 104
2024
Q3 		$866K Buy
8,935
+110
+1% +$10.1K 0.07% 104
2024
Q2 		$764K Buy
8,825
+584
+7% +$50.7K 0.07% 100
2024
Q1 		$741K Buy
8,241
+847
+11% +$72.7K 0.06% 100
2023
Q4 		$628K Buy
7,394
+673
+10% +$52.3K 0.06% 100
2023
Q3 		$510K Buy
+6,721
New +$535K 0.05% 103

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 $44.6B AUM 28.94% 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

Schaper Benz & Wise Investment Counsel's MOAT Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, selling an estimated $28.5K and leaving 2,329 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #154.

Schaper Benz & Wise Investment Counsel first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $866K in Q3 2024. 313 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 2,329 shares of VanEck Morningstar Wide Moat ETF worth $242K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 282 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $28.5K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #154 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
  • Schaper Benz & Wise Investment Counsel's VanEck Morningstar Wide Moat ETF position peaked at $866K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.