Western Pacific Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Western Pacific Wealth Management’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	$572K	Sell	5,506 -1,500	-21%	-$152K	0.52%	25
2026 Q1	$678K	Buy	7,006 +23	+0.3%	+$2.38K	0.69%	17
2025 Q4	$723K	Buy	6,983 +116	+2%	+$11.8K	0.7%	18
2025 Q3	$681K	Sell	6,867 -1,100	-14%	-$107K	0.66%	16
2025 Q2	$747K	Buy	7,967 +1,200	+18%	+$105K	0.72%	15
2025 Q1	$596K	Hold	6,767	–	–	0.54%	18
2024 Q4	$628K	Buy	6,767 +16	+0.2%	+$1.54K	0.51%	20
2024 Q3	$655K	Buy	6,751 +1,600	+31%	+$146K	0.44%	16
2024 Q2	$446K	Hold	5,151	–	–	0.34%	22
2024 Q1	$463K	Sell	5,151 -3,165	-38%	-$272K	0.34%	21
2023 Q4	$706K	Buy	8,316 +15	+0.2%	+$1.17K	0.52%	16
2023 Q3	$630K	Sell	8,301 -100	-1%	-$7.96K	0.52%	16
2023 Q2	$670K	Buy	8,401 +3,000	+56%	+$226K	0.51%	17
2023 Q1	$399K	Buy	5,401 +1,500	+38%	+$106K	0.3%	20
2022 Q4	$253K	Buy	3,901 +541	+16%	+$35.1K	0.21%	25
2022 Q3	$201K	Buy	3,360 +200	+6%	+$13.4K	0.2%	23
2022 Q2	$201K	Sell	3,160 -14,716	-82%	-$1.01M	0.2%	24
2022 Q1	$1.33M	Sell	17,876 -563	-3%	-$41.5K	0.97%	10
2021 Q4	$1.4M	Buy	+18,439	New	+$1.4M	0.9%	10

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

Western Pacific Wealth Management's MOAT Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 21% in Q2 2026, selling an estimated $152K and leaving 5,506 shares worth $572K. The position accounts for 0.52% of the portfolio, ranked #25.

Western Pacific Wealth Management first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2021. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Western Pacific Wealth Management held 5,506 shares of VanEck Morningstar Wide Moat ETF worth $572K as of Q2 2026.
Western Pacific Wealth Management sold 1,500 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $152K.
VanEck Morningstar Wide Moat ETF made up 0.52% of Western Pacific Wealth Management's portfolio in Q2 2026, its #25 holding.
Western Pacific Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $1.4M in Q4 2021.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.