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Members Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Members Wealth’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 		$486K Buy
+4,678
New +$473K 0.27% 60
2025
Q4 		– Sell
-2,649
Closed -$266K – 112
2025
Q3 		$266K Buy
+2,649
New +$258K 0.17% 82
2025
Q1 		$732K Sell
8,316
-2,367
-22% -$218K 0.55% 44
2024
Q4 		$979K Buy
+10,683
New +$1.03M 0.73% 35
2024
Q2 		$551K Buy
+5,716
New +$497K 0.37% 53

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Members Wealth's MOAT Position: Q2 2026 in Review

Members Wealth opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 4,678 shares worth $486K. The stake represents 0.27% of the portfolio and ranks #60 among its holdings. This is a return to the name: Members Wealth previously reported a position in MOAT as recently as Q3 2025.

Members Wealth first reported a position in MOAT in Q2 2024 and has held it in 5 quarters since. The position peaked at $979K in Q4 2024. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Members Wealth held 4,678 shares of VanEck Morningstar Wide Moat ETF worth $486K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Members Wealth position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.27% of Members Wealth's portfolio in Q2 2026, its #60 holding.
  • Members Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 5 quarters since.
  • Members Wealth's VanEck Morningstar Wide Moat ETF position peaked at $979K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.