EnRich Financial Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

EnRich Financial Partners’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	$8.44M	Sell	81,138 -3,933	-5%	-$398K	2%	15
2026 Q1	$8.23M	Sell	85,071 -333	-0.4%	-$34.5K	2.18%	14
2025 Q4	$8.84M	Sell	85,404 -1,412	-2%	-$144K	2.41%	12
2025 Q3	$8.6M	Buy	86,816 +784	+0.9%	+$76.5K	2.45%	12
2025 Q2	$8.07M	Sell	86,032 -9,396	-10%	-$824K	2.48%	12
2025 Q1	$8.4M	Sell	95,428 -4,195	-4%	-$386K	2.82%	12
2024 Q4	$9.24M	Sell	99,623 -2,937	-3%	-$283K	3.08%	12
2024 Q3	$9.94M	Sell	102,560 -857	-0.8%	-$78.4K	3.32%	11
2024 Q2	$8.96M	Sell	103,417 -767	-0.7%	-$66.6K	3.28%	11
2024 Q1	$9.37M	Sell	104,184 -3,812	-4%	-$327K	3.51%	11
2023 Q4	$9.17M	Buy	+107,996	New	+$8.39M	3.82%	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

EnRich Financial Partners's MOAT Position: Q2 2026 in Review

EnRich Financial Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.6% in Q2 2026, selling an estimated $398K and leaving 81,138 shares worth $8.44M. The position accounts for 2% of the portfolio, ranked #15.

EnRich Financial Partners first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.94M in Q3 2024. 726 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

EnRich Financial Partners held 81,138 shares of VanEck Morningstar Wide Moat ETF worth $8.44M as of Q2 2026.
EnRich Financial Partners sold 3,933 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $398K.
VanEck Morningstar Wide Moat ETF made up 2% of EnRich Financial Partners's portfolio in Q2 2026, its #15 holding.
EnRich Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's VanEck Morningstar Wide Moat ETF position peaked at $9.94M in Q3 2024.
726 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.