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Sequoia Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sequoia Financial 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 		$13.9M Buy
133,862
+2,533
+2% +$256K 0.07% 180
2026
Q1 		$12.7M Sell
131,329
-21,910
-14% -$2.27M 0.07% 178
2025
Q4 		$15.9M Sell
153,239
-29,157
-16% -$2.98M 0.09% 156
2025
Q3 		$18.1M Sell
182,396
-25,692
-12% -$2.51M 0.11% 131
2025
Q2 		$19.5M Sell
208,088
-16,827
-7% -$1.48M 0.13% 121
2025
Q1 		$19.8M Sell
224,915
-5,481
-2% -$504K 0.15% 122
2024
Q4 		$21.4M Sell
230,396
-141,631
-38% -$13.6M 0.21% 102
2024
Q3 		$36.1M Sell
372,027
-19,973
-5% -$1.83M 0.39% 63
2024
Q2 		$34M Buy
392,000
+11,843
+3% +$1.03M 0.41% 54
2024
Q1 		$34.2M Buy
380,157
+1,505
+0.4% +$129K 0.43% 53
2023
Q4 		$32.1M Buy
378,652
+357,481
+1,689% +$27.8M 0.4% 57
2023
Q3 		$1.61M Buy
21,171
+2,853
+16% +$227K 0.03% 257
2023
Q2 		$1.46M Buy
18,318
+1,845
+11% +$139K 0.03% 284
2023
Q1 		$1.22M Buy
16,473
+4,044
+33% +$287K 0.03% 281
2022
Q4 		$807K Buy
12,429
+3,690
+42% +$239K 0.02% 338
2022
Q3 		$524K Buy
8,739
+2,209
+34% +$149K 0.02% 287
2022
Q2 		$416K Buy
6,530
+1,765
+37% +$121K 0.01% 364
2022
Q1 		$356K Sell
4,765
-1,017
-18% -$74.9K 0.01% 442
2021
Q4 		$440K Buy
+5,782
New +$438K 0.01% 353
2021
Q3 		– Sell
-3,977
Closed -$295K – 379
2021
Q2 		$295K Buy
3,977
+1,063
+36% +$77.4K 0.01% 382
2021
Q1 		$202K Buy
+2,914
New +$192K 0.01% 418

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

Sequoia Financial Advisors's MOAT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.9% in Q2 2026, buying an estimated $256K and bringing the position to 133,862 shares worth $13.9M. The position accounts for 0.07% of the portfolio, ranked #180.

Sequoia Financial Advisors first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $36.1M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Sequoia Financial Advisors held 133,862 shares of VanEck Morningstar Wide Moat ETF worth $13.9M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,533 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $256K.
  • VanEck Morningstar Wide Moat ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Sequoia Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $36.1M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.