FH
MOAT icon

FWG Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

FWG Holdings’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 		$952K Sell
9,094
-76,561
-89% -$7.74M 0.33% 56
2026
Q1 		$8.31M Sell
85,655
-852
-1% -$88.3K 3.14% 8
2025
Q4 		$9.06M Buy
86,507
+1,966
+2% +$201K 3.44% 5
2025
Q3 		$8.56M Buy
84,541
+889
+1% +$86.7K 3.69% 6
2025
Q2 		$8.11M Buy
83,652
+1,529
+2% +$134K 3.81% 6
2025
Q1 		$7.03M Buy
82,123
+1,154
+1% +$106K 3.46% 7
2024
Q4 		$7.66M Buy
80,969
+2,953
+4% +$284K 3.67% 7
2024
Q3 		$7.47M Sell
78,016
-1,590
-2% -$145K 3.71% 7
2024
Q2 		$7.06M Sell
79,606
-8,534
-10% -$742K 3.54% 10
2024
Q1 		$7.75M Buy
88,140
+2,276
+3% +$195K 4.16% 7
2023
Q4 		$7.23M Buy
85,864
+17,102
+25% +$1.33M 4.31% 7
2023
Q3 		$5.08M Buy
68,762
+2,566
+4% +$204K 3.39% 11
2023
Q2 		$5.4M Buy
66,196
+4,789
+8% +$360K 3.41% 11
2023
Q1 		$4.53M Buy
61,407
+50,819
+480% +$3.61M 3.27% 11
2022
Q4 		$687K Sell
10,588
-214
-2% -$13.9K 0.48% 38
2022
Q3 		$648K Buy
+10,802
New +$726K 0.49% 37

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

FWG Holdings's MOAT Position: Q2 2026 in Review

FWG Holdings reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 89% in Q2 2026, selling an estimated $7.74M and leaving 9,094 shares worth $952K. The position accounts for 0.33% of the portfolio, ranked #56.

FWG Holdings first reported a position in MOAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.06M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • FWG Holdings held 9,094 shares of VanEck Morningstar Wide Moat ETF worth $952K as of Q2 2026.
  • FWG Holdings sold 76,561 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $7.74M.
  • VanEck Morningstar Wide Moat ETF made up 0.33% of FWG Holdings's portfolio in Q2 2026, its #56 holding.
  • FWG Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 16 quarters since.
  • FWG Holdings's VanEck Morningstar Wide Moat ETF position peaked at $9.06M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.