Summit Trail Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Trail 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	$1.03M	Sell	9,942 -3,932	-28%	-$398K	0.01%	981
2026 Q1	$1.34M	Sell	13,874 -3,140	-18%	-$325K	0.02%	787
2025 Q4	$1.76M	Sell	17,014 -108	-0.6%	-$11K	0.03%	486
2025 Q3	$1.7M	Sell	17,122 -812	-5%	-$79.2K	0.02%	533
2025 Q2	$1.68M	Sell	17,934 -2,007	-10%	-$176K	0.03%	309
2025 Q1	$1.75M	Sell	19,941 -3,262	-14%	-$300K	0.06%	110
2024 Q4	$2.15M	Buy	+23,203	New	+$2.24M	0.08%	83

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

Summit Trail Advisors's MOAT Position: Q2 2026 in Review

Summit Trail Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 28% in Q2 2026, selling an estimated $398K and leaving 9,942 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #981.

Summit Trail Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Summit Trail Advisors held 9,942 shares of VanEck Morningstar Wide Moat ETF worth $1.03M as of Q2 2026.
Summit Trail Advisors sold 3,932 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $398K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #981 holding.
Summit Trail Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Summit Trail Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.15M in Q4 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.