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

Western 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	$3.5M	Sell	33,621 -4,930	-13%	-$498K	0.11%	180
2026 Q1	$3.73M	Sell	38,551 -4,097	-10%	-$425K	0.14%	143
2025 Q4	$4.42M	Sell	42,648 -1,207	-3%	-$123K	0.2%	95
2025 Q3	$4.35M	Sell	43,855 -8,009	-15%	-$781K	0.23%	89
2025 Q2	$4.86M	Sell	51,864 -11,659	-18%	-$1.02M	0.29%	74
2025 Q1	$5.59M	Sell	63,523 -4,723	-7%	-$435K	0.37%	54
2024 Q4	$6.33M	Sell	68,246 -7,814	-10%	-$753K	0.34%	55
2024 Q3	$7.37M	Buy	76,060 +24,044	+46%	+$2.2M	0.42%	46
2024 Q2	$4.51M	Sell	52,016 -39,698	-43%	-$3.45M	0.33%	58
2024 Q1	$8.25M	Buy	91,714 +1,949	+2%	+$167K	0.64%	29
2023 Q4	$7.62M	Buy	89,765 +3,595	+4%	+$279K	0.55%	35
2023 Q3	$6.54M	Buy	86,170 +32,226	+60%	+$2.57M	0.55%	34
2023 Q2	$4.3M	Buy	53,944 +6,075	+13%	+$457K	0.37%	53
2023 Q1	$3.53M	Buy	47,869 +5,015	+12%	+$356K	0.33%	65
2022 Q4	$2.78M	Sell	42,854 -21,952	-34%	-$1.42M	0.28%	86
2022 Q3	$3.89M	Buy	64,806 +14,823	+30%	+$997K	0.22%	103
2022 Q2	$3.18M	Buy	49,983 +4,181	+9%	+$287K	0.18%	129
2022 Q1	$3.42M	Buy	45,802 +24,434	+114%	+$1.8M	0.17%	132
2021 Q4	$1.63M	Buy	+21,368	New	+$1.62M	0.16%	138
2021 Q2	$462K	Buy	+6,185	New	+$450K	0.05%	371

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 Wealth Management's MOAT Position: Q2 2026 in Review

Western Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q2 2026, selling an estimated $498K and leaving 33,621 shares worth $3.5M. The position accounts for 0.11% of the portfolio, ranked #180.

Western Wealth Management first reported a position in MOAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.25M in Q1 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Western Wealth Management held 33,621 shares of VanEck Morningstar Wide Moat ETF worth $3.5M as of Q2 2026.
Western Wealth Management sold 4,930 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $498K.
VanEck Morningstar Wide Moat ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #180 holding.
Western Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 20 quarters since.
Western Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $8.25M in Q1 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.