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

Endowment 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	$1.6M	Buy	16,533 +961	+6%	+$99.6K	0.71%	37
2025 Q4	$1.61M	Sell	15,572 -21,517	-58%	-$2.2M	0.74%	34
2025 Q3	$3.68M	Buy	37,089 +3,294	+10%	+$321K	1.67%	14
2025 Q2	$3.17M	Buy	33,795 +2,221	+7%	+$195K	1.63%	13
2025 Q1	$2.78M	Buy	31,574 +2,428	+8%	+$223K	1.79%	13
2024 Q4	$2.7M	Buy	29,146 +10,493	+56%	+$1.01M	1.82%	13
2024 Q3	$1.81M	Buy	18,653 +1,711	+10%	+$156K	1.19%	23
2024 Q2	$1.47M	Buy	16,942 +2,125	+14%	+$185K	1.07%	27
2024 Q1	$1.33M	Buy	+14,817	New	+$1.27M	1%	28

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Endowment Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.2% in Q1 2026, buying an estimated $99.6K and bringing the position to 16,533 shares worth $1.6M. The position accounts for 0.71% of the portfolio, ranked #37.

Endowment Wealth Management first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.68M in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Endowment Wealth Management held 16,533 shares of VanEck Morningstar Wide Moat ETF worth $1.6M as of Q1 2026.
Endowment Wealth Management bought 961 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $99.6K.
VanEck Morningstar Wide Moat ETF made up 0.71% of Endowment Wealth Management's portfolio in Q1 2026, its #37 holding.
Endowment Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Endowment Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $3.68M in Q3 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.