Berkshire Money Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Berkshire Money 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	$22.2M	Sell	213,872 -1,286	-0.6%	-$130K	2.03%	17
2026 Q1	$20.8M	Buy	215,158 +2,544	+1%	+$264K	2.13%	16
2025 Q4	$22M	Buy	212,614 +4,743	+2%	+$484K	2.1%	15
2025 Q3	$20.6M	Sell	207,871 -3,981	-2%	-$388K	2.12%	15
2025 Q2	$19.9M	Sell	211,852 -42,143	-17%	-$3.7M	2.09%	15
2025 Q1	$22.4M	Buy	253,995 +4,249	+2%	+$391K	2.51%	13
2024 Q4	$23.2M	Buy	249,746 +1,893	+0.8%	+$182K	2.52%	13
2024 Q3	$24M	Buy	247,853 +11,766	+5%	+$1.08M	2.75%	12
2024 Q2	$20.4M	Buy	236,087 +8,905	+4%	+$774K	2.48%	13
2024 Q1	$20.4M	Buy	227,182 +85,353	+60%	+$7.32M	2.47%	13
2023 Q4	$12M	Buy	+141,829	New	+$11M	1.6%	14

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

Berkshire Money Management's MOAT Position: Q2 2026 in Review

Berkshire Money Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.6% in Q2 2026, selling an estimated $130K and leaving 213,872 shares worth $22.2M. The position accounts for 2.03% of the portfolio, ranked #17.

Berkshire Money Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $24M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Berkshire Money Management held 213,872 shares of VanEck Morningstar Wide Moat ETF worth $22.2M as of Q2 2026.
Berkshire Money Management sold 1,286 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $130K.
VanEck Morningstar Wide Moat ETF made up 2.03% of Berkshire Money Management's portfolio in Q2 2026, its #17 holding.
Berkshire Money Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Berkshire Money Management's VanEck Morningstar Wide Moat ETF position peaked at $24M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.