First Horizon Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First Horizon 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
2025 Q2	$623K	Buy	6,642 +75	+1%	+$6.58K	0.02%	313
2025 Q1	$578K	Buy	6,567 +350	+6%	+$32.2K	0.02%	310
2024 Q4	$577K	Sell	6,217 -104	-2%	-$10K	0.02%	316
2024 Q3	$613K	Buy	6,321 +193	+3%	+$17.6K	0.02%	310
2024 Q2	$531K	Buy	6,128 +50	+0.8%	+$4.34K	0.02%	325
2024 Q1	$546K	Buy	6,078 +800	+15%	+$68.6K	0.02%	315
2023 Q4	$448K	Buy	5,278 +3,026	+134%	+$235K	0.01%	336
2023 Q3	$171K	Buy	2,252 +800	+55%	+$63.7K	0.01%	490
2023 Q2	$116K	Buy	+1,452	New	+$109K	﹤0.01%	605
2019 Q4	–	Sell	-1,050	Closed	-$53K	–	1561
2019 Q3	$53K	Buy	+1,050	New	+$51.5K	﹤0.01%	535

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Horizon Advisors's MOAT Position: Q2 2025 in Review

First Horizon Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.1% in Q2 2025, buying an estimated $6.58K and bringing the position to 6,642 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #313.

First Horizon Advisors first reported a position in MOAT in Q3 2019 and has held it in 10 quarters since. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

First Horizon Advisors held 6,642 shares of VanEck Morningstar Wide Moat ETF worth $623K as of Q2 2025.
First Horizon Advisors bought 75 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $6.58K.
VanEck Morningstar Wide Moat ETF made up 0.02% of First Horizon Advisors's portfolio in Q2 2025, its #313 holding.
First Horizon Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and has held it in 10 quarters since.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.