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Echo45 Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Echo45 Advisors’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 		$1.32M Buy
12,663
+985
+8% +$99.6K 0.68% 32
2026
Q1 		$1.13M Buy
11,678
+402
+4% +$41.7K 0.64% 33
2025
Q4 		$1.17M Buy
+11,276
New +$1.15M 0.67% 33

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Echo45 Advisors's MOAT Position: Q2 2026 in Review

Echo45 Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.4% in Q2 2026, buying an estimated $99.6K and bringing the position to 12,663 shares worth $1.32M. The position accounts for 0.68% of the portfolio, ranked #32.

Echo45 Advisors first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Echo45 Advisors held 12,663 shares of VanEck Morningstar Wide Moat ETF worth $1.32M as of Q2 2026.
  • Echo45 Advisors bought 985 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $99.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.68% of Echo45 Advisors's portfolio in Q2 2026, its #32 holding.
  • Echo45 Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.