Signature Equity Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Signature Equity Partners’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	$4.47K	Sell	43 -50	-54%	-$5.05K	﹤0.01%	1016
2026 Q1	$8.99K	Hold	93	–	–	﹤0.01%	833
2025 Q4	$9.63K	Buy	+93	New	+$9.5K	0.01%	827

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

Signature Equity Partners's MOAT Position: Q2 2026 in Review

Signature Equity Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 54% in Q2 2026, selling an estimated $5.05K and leaving 43 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Signature Equity Partners first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.63K in Q4 2025. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Signature Equity Partners held 43 shares of VanEck Morningstar Wide Moat ETF worth $4.47K as of Q2 2026.
Signature Equity Partners sold 50 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $5.05K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1016 holding.
Signature Equity Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's VanEck Morningstar Wide Moat ETF position peaked at $9.63K in Q4 2025.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.