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Position history for IWIntegrated Wealth Concepts LLC's holdings in VANECK MORNINGSTAR WIDE MOAT

Integrated Wealth Concepts LLC holds 292,415 shares of MOAT (VANECK MORNINGSTAR WIDE MOAT), worth $30.4M as of 2026-Q2. The position was increased (+18.6% shares). MOAT represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$30.4M

Current Shares

292,415

Total Value Change

+$29.9M

Total Shares Change

+287,119

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
292,415
+18.6%
$30.4M0.1%$103.96
41
2026-Q1
Increased
246,468
+5136.2%
$23.8M0.2%$105.34
55
2025-Q4
Decreased
4,707
-25.6%
$487,4130.0%$104.31
0
2025-Q3
Decreased
6,323
-2.6%
$626,6650.0%$97.14
0
2025-Q2
Increased
6,493
+37.8%
$609,0100.0%$92.40
32
2025-Q1
Decreased
4,712
-9.3%
$414,6330.0%$86.52
0
2024-Q4
Decreased
5,198
-1.9%
$482,0240.0%$91.26
0
2024-Q3
Increased
5,296
+4.1%
$513,4970.0%$94.30
25

Other major holders of MOAT: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/

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