World Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

World Investment 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	$1.56M	Sell	16,098 -603	-4%	-$61K	0.03%	556
2026 Q1	$1.61M	Sell	16,701 -167	-1%	-$17.3K	0.03%	549
2025 Q4	$1.75M	Buy	16,868 +211	+1%	+$21.5K	0.03%	509
2025 Q3	$1.65M	Sell	16,657 -263	-2%	-$25.7K	0.03%	449
2025 Q2	$1.59M	Sell	16,920 -2,628	-13%	-$231K	0.04%	421
2025 Q1	$1.72M	Sell	19,548 -48,808	-71%	-$4.49M	0.04%	378
2024 Q4	$6.34M	Sell	68,356 -192	-0.3%	-$18.5K	0.17%	135
2024 Q3	$6.65M	Buy	+68,548	New	+$6.27M	0.21%	119

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

World Investment Advisors's MOAT Position: Q2 2026 in Review

World Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.6% in Q2 2026, selling an estimated $61K and leaving 16,098 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #556.

World Investment Advisors first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.65M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

World Investment Advisors held 16,098 shares of VanEck Morningstar Wide Moat ETF worth $1.56M as of Q2 2026.
World Investment Advisors sold 603 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $61K.
VanEck Morningstar Wide Moat ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #556 holding.
World Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $6.65M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.