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Unified Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Unified Investment Management’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 		$213K Buy
+2,044
New +$207K 0.2% 136

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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 $43.3B AUM 29.3% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Unified Investment Management's MOAT Position: Q2 2026 in Review

Unified Investment Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,044 shares worth $213K. The stake represents 0.2% of the portfolio and ranks #136 among its holdings.

248 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Unified Investment Management held 2,044 shares of VanEck Morningstar Wide Moat ETF worth $213K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Unified Investment Management position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.2% of Unified Investment Management's portfolio in Q2 2026, its #136 holding.
  • 248 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.