Sterling Investment Advisors (Pennsylvania)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$3.8M	Sell	36,574 -8,065	-18%	-$815K	0.64%	48
2026 Q1	$4.32M	Sell	44,639 -2,510	-5%	-$260K	0.78%	40
2025 Q4	$4.88M	Sell	47,149 -889	-2%	-$90.8K	0.9%	31
2025 Q3	$4.76M	Sell	48,038 -9,270	-16%	-$904K	0.93%	31
2025 Q2	$5.37M	Sell	57,308 -8,002	-12%	-$702K	1.18%	23
2025 Q1	$5.75M	Sell	65,310 -8,095	-11%	-$745K	1.38%	23
2024 Q4	$6.81M	Buy	73,405 +4,080	+6%	+$393K	1.65%	17
2024 Q3	$6.72M	Sell	69,325 -2,600	-4%	-$238K	1.7%	18
2024 Q2	$6.23M	Buy	71,925 +3,230	+5%	+$281K	1.68%	17
2024 Q1	$6.18M	Buy	68,695 +11,325	+20%	+$972K	1.74%	18
2023 Q4	$4.87M	Buy	57,370 +47,232	+466%	+$3.67M	1.52%	19
2023 Q3	$769K	Buy	+10,138	New	+$807K	0.27%	82

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

Sterling Investment Advisors (Pennsylvania)'s MOAT Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q2 2026, selling an estimated $815K and leaving 36,574 shares worth $3.8M. The position accounts for 0.64% of the portfolio, ranked #48.

Sterling Investment Advisors (Pennsylvania) first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.81M in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 36,574 shares of VanEck Morningstar Wide Moat ETF worth $3.8M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 8,065 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $815K.
VanEck Morningstar Wide Moat ETF made up 0.64% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #48 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Sterling Investment Advisors (Pennsylvania)'s VanEck Morningstar Wide Moat ETF position peaked at $6.81M in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.