SignatureFD’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SignatureFD’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	$72.8K	Hold	700	–	–	﹤0.01%	1642
2026 Q1	$67.7K	Hold	700	–	–	﹤0.01%	1549
2025 Q4	$72.5K	Hold	700	–	–	﹤0.01%	1463
2025 Q3	$69.4K	Hold	700	–	–	﹤0.01%	1471
2025 Q2	$65.7K	Hold	700	–	–	﹤0.01%	1442
2025 Q1	$61.6K	Hold	700	–	–	﹤0.01%	1461
2024 Q4	$64.9K	Hold	700	–	–	﹤0.01%	1438
2024 Q3	$67.9K	Hold	700	–	–	﹤0.01%	1419
2024 Q2	$60.6K	Sell	700 -1,605	-70%	-$139K	﹤0.01%	1417
2024 Q1	$207K	Buy	2,305 +1,717	+292%	+$147K	﹤0.01%	818
2023 Q4	$49.9K	Sell	588 -330	-36%	-$25.6K	﹤0.01%	1463
2023 Q3	$69.6K	Buy	918 +330	+56%	+$26.3K	﹤0.01%	1235
2023 Q2	$46.9K	Sell	588 -746	-56%	-$56.1K	﹤0.01%	1472
2023 Q1	$98.5K	Hold	1,334	–	–	﹤0.01%	1043
2022 Q4	$86.6K	Buy	1,334 +746	+127%	+$48.4K	﹤0.01%	1081
2022 Q3	$35K	Hold	588	–	–	﹤0.01%	1463
2022 Q2	$37K	Buy	+588	New	+$40.4K	﹤0.01%	1455
2021 Q4	–	Sell	-400	Closed	-$29K	–	3206
2021 Q3	$29K	Hold	400	–	–	﹤0.01%	1579
2021 Q2	$30K	Buy	+400	New	+$29.1K	﹤0.01%	1542
2020 Q1	–	Sell	-775	Closed	-$42K	–	2394
2019 Q4	$42K	Buy	+775	New	+$41K	﹤0.01%	1031
2016 Q4	–	Sell	-399	Closed	-$14K	–	833
2016 Q3	$14K	Hold	399	–	–	﹤0.01%	925
2016 Q2	$13K	Buy	+399	New	+$12.8K	﹤0.01%	850
2016 Q1	–	Sell	-3,256	Closed	-$94K	–	1415
2015 Q4	$94K	Buy	3,256 +202	+7%	+$6.01K	0.02%	254
2015 Q3	$85K	Buy	+3,054	New	+$91.4K	0.02%	245

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

SignatureFD's MOAT Position: Q2 2026 in Review

SignatureFD held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 700 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

SignatureFD first reported a position in MOAT in Q3 2015 and has held it in 24 quarters since. The position peaked at $207K in Q1 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

SignatureFD held 700 shares of VanEck Morningstar Wide Moat ETF worth $72.8K as of Q2 2026.
SignatureFD left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1642 holding.
SignatureFD first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2015 and has held it in 24 quarters since.
SignatureFD's VanEck Morningstar Wide Moat ETF position peaked at $207K in Q1 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.