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
2026 Q2	$2.13M	Sell	20,483 -157	-0.8%	-$15.9K	0.01%	560
2026 Q1	$2M	Buy	20,640 +559	+3%	+$57.9K	0.01%	480
2025 Q4	$2.08M	Buy	+20,081	New	+$2.05M	0.01%	436
2025 Q2	$3.09M	Sell	32,925 -230,840	-88%	-$20.3M	0.02%	339
2025 Q1	$23.2M	Sell	263,765 -72,624	-22%	-$6.68M	0.19%	99
2024 Q4	$31.2M	Sell	336,389 -11,515	-3%	-$1.11M	0.25%	73
2024 Q3	$33.7M	Buy	347,904 +8,711	+3%	+$797K	0.29%	71
2024 Q2	$29.4M	Sell	339,193 -3,625	-1%	-$315K	0.31%	72
2024 Q1	$30.8M	Buy	342,818 +183,396	+115%	+$15.7M	0.36%	66
2023 Q4	$13.5M	Buy	159,422 +150,806	+1,750%	+$11.7M	0.17%	93
2023 Q3	$653K	Sell	8,616 -1,067,384	-99%	-$85M	0.01%	410
2023 Q2	$1.13M	Buy	1,076,000 +1,043,916	+3,254%	+$78.6M	0.02%	309
2023 Q1	$1.43M	Buy	+32,084	New	+$2.28M	0.02%	259

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

EP Wealth Advisors's MOAT Position: Q2 2026 in Review

EP Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.76% in Q2 2026, selling an estimated $15.9K and leaving 20,483 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #560.

EP Wealth Advisors first reported a position in MOAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.7M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

EP Wealth Advisors held 20,483 shares of VanEck Morningstar Wide Moat ETF worth $2.13M as of Q2 2026.
EP Wealth Advisors sold 157 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $15.9K.
VanEck Morningstar Wide Moat ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #560 holding.
EP Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $33.7M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.