Y-Intercept (HK)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Y-Intercept (HK)’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	-3,053	Closed	-$295K	–	2002
2026 Q1	$295K	Buy	+3,053	New	+$316K	0.01%	1382
2023 Q4	–	Sell	-12,635	Closed	-$958K	–	1493
2023 Q3	$958K	Buy	12,635 +7,275	+136%	+$579K	0.09%	330
2023 Q2	$428K	Buy	+5,360	New	+$403K	0.05%	622
2023 Q1	–	Sell	-5,488	Closed	-$356K	–	1404
2022 Q4	$356K	Sell	5,488 -23,083	-81%	-$1.5M	0.05%	574
2022 Q3	$1.71M	Buy	+28,571	New	+$1.92M	0.17%	173
2022 Q1	–	Sell	-4,254	Closed	-$324K	–	863
2021 Q4	$324K	Buy	+4,254	New	+$322K	0.08%	374

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

Y-Intercept (HK)'s MOAT Position: Q2 2026 in Review

Y-Intercept (HK) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 3,053 shares — an estimated $295K sold.

Y-Intercept (HK) first reported a position in MOAT in Q4 2021 and held it in 6 quarters. The position peaked at $1.71M in Q3 2022. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Y-Intercept (HK) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 3,053 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $295K.
Y-Intercept (HK) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 6 quarters.
Y-Intercept (HK)'s VanEck Morningstar Wide Moat ETF position peaked at $1.71M in Q3 2022.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.