Signature Estate & Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Signature Estate & Investment 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	$5.1M	Sell	49,057 -4,052	-8%	-$410K	0.09%	104
2026 Q1	$5.14M	Sell	53,109 -139	-0.3%	-$14.4K	0.1%	97
2025 Q4	$5.51M	Sell	53,248 -1,192	-2%	-$122K	0.11%	94
2025 Q3	$5.4M	Sell	54,440 -754	-1%	-$73.6K	0.12%	91
2025 Q2	$5.18M	Buy	55,194 +2,494	+5%	+$219K	0.12%	87
2025 Q1	$4.64M	Buy	52,700 +27,109	+106%	+$2.49M	0.12%	88
2024 Q4	$2.37M	Buy	25,591 +180	+0.7%	+$17.3K	0.06%	118
2024 Q3	$2.46M	Sell	25,411 -12	-0%	-$1.1K	0.06%	110
2024 Q2	$2.2M	Buy	+25,423	New	+$2.21M	0.06%	125

Other funds holding MOAT

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Signature Estate & Investment Advisors's MOAT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.6% in Q2 2026, selling an estimated $410K and leaving 49,057 shares worth $5.1M. The position accounts for 0.09% of the portfolio, ranked #104.

Signature Estate & Investment Advisors first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.51M in Q4 2025. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Signature Estate & Investment Advisors held 49,057 shares of VanEck Morningstar Wide Moat ETF worth $5.1M as of Q2 2026.
Signature Estate & Investment Advisors sold 4,052 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $410K.
VanEck Morningstar Wide Moat ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #104 holding.
Signature Estate & Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.51M in Q4 2025.
469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.