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Future Financial Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Future Financial Wealth 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 		– Sell
-1,985
Closed -$201K – 137
2026
Q1 		$201K Sell
1,985
-694
-26% -$71.9K 0.13% 119
2025
Q4 		$283K Sell
2,679
-220
-8% -$22.5K 0.19% 96
2025
Q3 		$287K Hold
2,899
– – 0.18% 92
2025
Q2 		$272K Sell
2,899
-320
-10% -$28.1K 0.19% 91
2025
Q1 		$283K Sell
3,219
-40,841
-93% -$3.76M 0.21% 86
2024
Q4 		$4.09M Buy
44,060
+1,882
+4% +$181K 2.99% 8
2024
Q3 		$4.09M Buy
42,178
+1,406
+3% +$129K 2.92% 7
2024
Q2 		$3.53M Sell
40,772
-2,468
-6% -$214K 3.1% 8
2024
Q1 		$3.89M Buy
43,240
+11,124
+35% +$954K 2.99% 5
2023
Q4 		$2.73M Buy
32,116
+786
+3% +$61K 2.71% 12
2023
Q3 		$2.38M Buy
31,330
+11
+0% +$876 2.63% 13
2023
Q2 		$2.5M Sell
31,319
-8,337
-21% -$628K 2.63% 12
2023
Q1 		$2.91M Sell
39,656
-18,195
-31% -$1.29M 3.21% 7
2022
Q4 		$3.76M Buy
57,851
+705
+1% +$45.7K 4.28% 3
2022
Q3 		$3.64M Buy
57,146
+877
+2% +$59K 4.2% 3
2022
Q2 		$4.2M Hold
56,269
– – 4.1% 2
2022
Q1 		$4.2M Buy
56,269
+8,905
+19% +$656K 3.49% 2
2021
Q4 		$3.63M Buy
47,364
+5,155
+12% +$391K 2.9% 4
2021
Q3 		$3.13M Hold
42,209
– – 3.22% 3
2021
Q2 		$3.13M Buy
+42,209
New +$3.07M 3.22% 3

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Future Financial Wealth Management's MOAT Position: Q2 2026 in Review

Future Financial Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 1,985 shares — an estimated $201K sold.

Future Financial Wealth Management first reported a position in MOAT in Q2 2021 and held it in 20 quarters. The position peaked at $4.2M in Q2 2022. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Future Financial Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Future Financial Wealth Management sold 1,985 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $201K.
  • Future Financial Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 20 quarters.
  • Future Financial Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $4.2M in Q2 2022.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.