TME Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TME Financial’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	$3.06M	Sell	29,449 -39,302	-57%	-$3.97M	1.89%	16
2026 Q1	$6.65M	Buy	68,751 +3,569	+5%	+$370K	4.61%	5
2025 Q4	$6.75M	Buy	65,182 +37,684	+137%	+$3.85M	4.74%	5
2025 Q3	$2.73M	Buy	27,498 +1,152	+4%	+$112K	2.04%	19
2025 Q2	$2.47M	Buy	26,346 +2,683	+11%	+$235K	2%	19
2025 Q1	$2.08M	Buy	+23,663	New	+$2.18M	1.81%	18

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

TME Financial's MOAT Position: Q2 2026 in Review

TME Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 57% in Q2 2026, selling an estimated $3.97M and leaving 29,449 shares worth $3.06M. The position accounts for 1.89% of the portfolio, ranked #16.

TME Financial first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.75M in Q4 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

TME Financial held 29,449 shares of VanEck Morningstar Wide Moat ETF worth $3.06M as of Q2 2026.
TME Financial sold 39,302 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.97M.
VanEck Morningstar Wide Moat ETF made up 1.89% of TME Financial's portfolio in Q2 2026, its #16 holding.
TME Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
TME Financial's VanEck Morningstar Wide Moat ETF position peaked at $6.75M in Q4 2025.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.