WWM
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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
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
-103
-0.2% -$9.48K 0.37% 54
2024
Q4 		$5.9M Sell
63,626
-12,434
-16% -$1.2M 0.38% 47
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Western Wealth Management's MOAT Position: Q1 2026 in Review

Western Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.6% in Q1 2026, selling an estimated $425K and leaving 38,551 shares worth $3.73M. The position accounts for 0.14% of the portfolio, ranked #143.

Western Wealth Management first reported a position in MOAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.25M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Western Wealth Management held 38,551 shares of VanEck Morningstar Wide Moat ETF worth $3.73M as of Q1 2026.
  • Western Wealth Management sold 4,097 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $425K.
  • VanEck Morningstar Wide Moat ETF made up 0.14% of Western Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Western Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 19 quarters since.
  • Western Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $8.25M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.