Sentinel Pension Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sentinel Pension 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	$1.7M	Sell	16,042 -96	-0.6%	-$9.71K	0.22%	47
2026 Q1	$1.56M	Sell	16,138 -222	-1%	-$23K	0.23%	44
2025 Q4	$1.69M	Sell	16,360 -1,411	-8%	-$144K	0.26%	43
2025 Q3	$1.76M	Sell	17,771 -1,618	-8%	-$158K	0.28%	42
2025 Q2	$1.82M	Sell	19,389 -41,054	-68%	-$3.6M	0.31%	40
2025 Q1	$5.32M	Sell	60,443 -863	-1%	-$79.4K	0.98%	18
2024 Q4	$5.68M	Buy	61,306 +3,558	+6%	+$343K	1.05%	16
2024 Q3	$5.6M	Buy	57,748 +1,638	+3%	+$150K	1.08%	19
2024 Q2	$4.86M	Buy	56,110 +1,419	+3%	+$123K	1.01%	20
2024 Q1	$4.92M	Buy	54,691 +5,000	+10%	+$429K	1.05%	19
2023 Q4	$4.22M	Buy	49,691 +442	+0.9%	+$34.3K	1%	20
2023 Q3	$3.74M	Sell	49,249 -2,407	-5%	-$192K	0.91%	19
2023 Q2	$4.12M	Sell	51,656 -107	-0.2%	-$8.05K	1%	19
2023 Q1	$3.75M	Sell	51,763 -2,112	-4%	-$150K	0.95%	20
2022 Q4	$3.5M	Buy	53,875 +1,558	+3%	+$101K	1.1%	19
2022 Q3	$3.14M	Buy	52,317 +1,402	+3%	+$94.3K	1.09%	18
2022 Q2	$3.25M	Sell	50,915 -35,254	-41%	-$2.42M	1.09%	18
2022 Q1	$6.44M	Buy	86,169 +1,359	+2%	+$100K	2.18%	15
2021 Q4	$6.46M	Buy	84,810 +4,320	+5%	+$327K	2.03%	12
2021 Q3	$5.9M	Buy	80,490 +5,486	+7%	+$413K	2.01%	13
2021 Q2	$5.55M	Buy	+75,004	New	+$5.46M	1.95%	13

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

Sentinel Pension Advisors's MOAT Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.59% in Q2 2026, selling an estimated $9.71K and leaving 16,042 shares worth $1.7M. The position accounts for 0.22% of the portfolio, ranked #47.

Sentinel Pension Advisors first reported a position in MOAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.46M in Q4 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sentinel Pension Advisors held 16,042 shares of VanEck Morningstar Wide Moat ETF worth $1.7M as of Q2 2026.
Sentinel Pension Advisors sold 96 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $9.71K.
VanEck Morningstar Wide Moat ETF made up 0.22% of Sentinel Pension Advisors's portfolio in Q2 2026, its #47 holding.
Sentinel Pension Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 21 quarters since.
Sentinel Pension Advisors's VanEck Morningstar Wide Moat ETF position peaked at $6.46M in Q4 2021.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.