Financial Freedom LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Freedom LLC’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	-54	Closed	-$5.22K	–	285
2026 Q1	$5.22K	Buy	+54	New	+$5.6K	﹤0.01%	357
2025 Q2	–	Sell	-889	Closed	-$78.2K	–	362
2025 Q1	$78.2K	Hold	889	–	–	0.04%	147
2024 Q4	$82.4K	Hold	889	–	–	0.04%	138
2024 Q3	$86.2K	Hold	889	–	–	0.05%	139
2024 Q2	$77K	Hold	889	–	–	0.04%	141
2024 Q1	$79.9K	Hold	889	–	–	0.05%	137
2023 Q4	$75.4K	Hold	889	–	–	0.05%	136
2023 Q3	$67.4K	Buy	+889	New	+$70.8K	0.05%	135

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

Financial Freedom LLC's MOAT Position: Q2 2026 in Review

Financial Freedom LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 54 shares — an estimated $5.22K sold.

Financial Freedom LLC first reported a position in MOAT in Q3 2023 and held it in 8 quarters. The position peaked at $86.2K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Financial Freedom LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 54 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $5.22K.
Financial Freedom LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 8 quarters.
Financial Freedom LLC's VanEck Morningstar Wide Moat ETF position peaked at $86.2K in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.