TFR Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TFR Capital’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	$540K	Sell	5,192 -90	-2%	-$9.1K	0.15%	110
2026 Q1	$511K	Sell	5,282 -1,022	-16%	-$106K	0.16%	109
2025 Q4	$653K	Sell	6,304 -257	-4%	-$26.2K	0.22%	92
2025 Q3	$650K	Sell	6,561 -61	-0.9%	-$5.95K	0.22%	94
2025 Q2	$621K	Sell	6,622 -1,387	-17%	-$122K	0.22%	91
2025 Q1	$705K	Sell	8,009 -21,119	-73%	-$1.94M	0.29%	80
2024 Q4	$2.7M	Buy	+29,128	New	+$2.81M	1.34%	21

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TFR Capital's MOAT Position: Q2 2026 in Review

TFR Capital reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.7% in Q2 2026, selling an estimated $9.1K and leaving 5,192 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #110.

TFR Capital first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

TFR Capital held 5,192 shares of VanEck Morningstar Wide Moat ETF worth $540K as of Q2 2026.
TFR Capital sold 90 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $9.1K.
VanEck Morningstar Wide Moat ETF made up 0.15% of TFR Capital's portfolio in Q2 2026, its #110 holding.
TFR Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
TFR Capital's VanEck Morningstar Wide Moat ETF position peaked at $2.7M in Q4 2024.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.