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 Q3	$480K	Sell	4,460 -218	-5%	-$23.8K	0.24%	68
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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Members Wealth's MOAT Position: Q3 2026 in Review

Members Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.7% in Q3 2026, selling an estimated $23.8K and leaving 4,460 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #68.

Members Wealth first reported a position in MOAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $979K in Q4 2024. 303 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Members Wealth held 4,460 shares of VanEck Morningstar Wide Moat ETF worth $480K as of Q3 2026.
Members Wealth sold 218 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $23.8K.
VanEck Morningstar Wide Moat ETF made up 0.24% of Members Wealth's portfolio in Q3 2026, its #68 holding.
Members Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 6 quarters since.
Members Wealth's VanEck Morningstar Wide Moat ETF position peaked at $979K in Q4 2024.
303 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.