TS Financial Group (TSFG)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TS Financial Group (TSFG)’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	–	Sell	-221	Closed	-$22K	–	860
2025 Q3	$22K	Hold	221	–	–	﹤0.01%	467
2025 Q2	$21K	Hold	221	–	–	﹤0.01%	452
2025 Q1	$19K	Hold	221	–	–	﹤0.01%	449
2024 Q4	$20K	Hold	221	–	–	﹤0.01%	397
2024 Q3	$21K	Hold	221	–	–	﹤0.01%	396
2024 Q2	$19K	Hold	221	–	–	﹤0.01%	387
2024 Q1	$20K	Hold	221	–	–	0.01%	375
2023 Q4	$19K	Hold	221	–	–	0.01%	402
2023 Q3	$17K	Hold	221	–	–	0.01%	436
2023 Q2	$18K	Hold	221	–	–	0.01%	427
2023 Q1	$16K	Hold	221	–	–	0.01%	437
2022 Q4	$14K	Sell	221 -100	-31%	-$6.49K	0.01%	469
2022 Q3	$19K	Hold	321	–	–	0.01%	405
2022 Q2	$20K	Hold	321	–	–	0.01%	411
2022 Q1	$24K	Hold	321	–	–	0.01%	392
2021 Q4	$24K	Hold	321	–	–	0.01%	403
2021 Q3	$24K	Hold	321	–	–	0.01%	407
2021 Q2	$24K	Hold	321	–	–	0.01%	408
2021 Q1	$22K	Hold	321	–	–	0.01%	362
2020 Q4	$20K	Hold	321	–	–	0.01%	368
2020 Q3	$18K	Hold	321	–	–	0.01%	339
2020 Q2	$17K	Hold	321	–	–	0.01%	339
2020 Q1	$14K	Sell	321 -461	-59%	-$23.7K	0.01%	326
2019 Q4	$43K	Hold	782	–	–	0.03%	247
2019 Q3	$39K	Hold	782	–	–	0.03%	247
2019 Q2	$38K	Hold	782	–	–	0.03%	241
2019 Q1	$36K	Buy	+782	New	+$35.3K	0.03%	240

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 $79.5B AUM 27.1% 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

TS Financial Group (TSFG)'s MOAT Position: Q4 2025 in Review

TS Financial Group (TSFG) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 221 shares — an estimated $22K sold.

TS Financial Group (TSFG) first reported a position in MOAT in Q1 2019 and held it in 27 quarters. The position peaked at $43K in Q4 2019. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

TS Financial Group (TSFG) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 221 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $22K.
TS Financial Group (TSFG) first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and held it in 27 quarters.
TS Financial Group (TSFG)'s VanEck Morningstar Wide Moat ETF position peaked at $43K in Q4 2019.
725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2025, filed 4 Feb 2026.