Main Street Financial Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Main Street Financial Solutions’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 Q4	$1.57M	Sell	15,140 -55	-0.4%	-$5.62K	0.12%	162
2025 Q3	$1.51M	Sell	15,195 -412	-3%	-$40.2K	0.1%	182
2025 Q2	$1.46M	Sell	15,607 -543	-3%	-$47.6K	0.11%	171
2025 Q1	$1.42M	Buy	+16,150	New	+$1.49M	0.12%	158
2024 Q4	–	Sell	-17,943	Closed	-$1.74M	–	539
2024 Q3	$1.74M	Buy	17,943 +3,395	+23%	+$310K	0.16%	134
2024 Q2	$1.26M	Buy	14,548 +6,672	+85%	+$580K	0.12%	159
2024 Q1	$708K	Buy	7,876 +2,820	+56%	+$242K	0.08%	248
2023 Q4	$429K	Buy	+5,056	New	+$393K	0.06%	292

Other funds holding MOAT

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

MFIM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Main Street Financial Solutions's MOAT Position: Q4 2025 in Review

Main Street Financial Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.36% in Q4 2025, selling an estimated $5.62K and leaving 15,140 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #162.

Main Street Financial Solutions first reported a position in MOAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.74M in Q3 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Main Street Financial Solutions held 15,140 shares of VanEck Morningstar Wide Moat ETF worth $1.57M as of Q4 2025.
Main Street Financial Solutions sold 55 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $5.62K.
VanEck Morningstar Wide Moat ETF made up 0.12% of Main Street Financial Solutions's portfolio in Q4 2025, its #162 holding.
Main Street Financial Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 8 quarters since.
Main Street Financial Solutions's VanEck Morningstar Wide Moat ETF position peaked at $1.74M in Q3 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.