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Sterling Investment Counsel’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sterling Investment Counsel’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 		– Sell
-2,670
Closed -$258K – 201
2026
Q1 		$258K Buy
+2,670
New +$277K 0.07% 168

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Sterling Investment Counsel's MOAT Position: Q2 2026 in Review

Sterling Investment Counsel sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 2,670 shares — an estimated $258K sold.

Sterling Investment Counsel first reported a position in MOAT in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Sterling Investment Counsel reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Sterling Investment Counsel sold 2,670 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $258K.
  • Sterling Investment Counsel first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and held it in 1 quarter.
  • Sterling Investment Counsel's VanEck Morningstar Wide Moat ETF position peaked at $258K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.