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

EP Wealth 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
2025 Q2	$3.09M	Sell
2025 Q1	$23.2M	Sell
2024 Q4	$31.2M	Sell
2024 Q3	$33.7M	Buy
2024 Q2	$29.4M	Sell
2024 Q1	$30.8M	Buy
2023 Q4	$13.5M	Buy
2023 Q3	$653K	Sell
2023 Q2	$1.13M	Buy
2023 Q1	$1.43M	Buy