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

EPG 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	$82.6K	Hold	854	–	–	0.02%	214
2025 Q4	$88.5K	Buy	854 +4	+0.5%	+$409	0.02%	212
2025 Q3	$84.2K	Hold	850	–	–	0.02%	209
2025 Q2	$79.7K	Hold	850	–	–	0.02%	210
2025 Q1	$74.8K	Hold	850	–	–	0.02%	266
2024 Q4	$78.8K	Buy	850 +5	+0.6%	+$482	0.02%	270
2024 Q3	$81.9K	Buy	+845	New	+$77.3K	0.02%	271
2024 Q2	–	Sell	-845	Closed	-$73.4K	–	292
2024 Q1	$76K	Hold	845	–	–	0.02%	293
2023 Q4	$71.5K	Buy	845 +3	+0.4%	+$233	0.02%	282
2023 Q3	$63.9K	Hold	842	–	–	0.02%	284
2023 Q2	$67.2K	Buy	842 +500	+146%	+$37.6K	0.02%	281
2023 Q1	$25.3K	Hold	342	–	–	0.01%	326
2022 Q4	$22.2K	Buy	342 +4	+1%	+$259	0.01%	302
2022 Q3	$20K	Buy	+338	New	+$22.7K	0.01%	310
2022 Q2	–	Sell	-338	Closed	-$25K	–	334
2022 Q1	$25K	Hold	338	–	–	0.01%	321
2021 Q4	$26K	Buy	338 +4	+1%	+$303	0.01%	328
2021 Q3	$24K	Buy	+334	New	+$25.1K	0.01%	306
2020 Q2	–	Sell	-830	Closed	-$36K	–	531
2020 Q1	$36K	Buy	830 +500	+152%	+$25.7K	0.03%	327
2019 Q4	$18K	Buy	+330	New	+$17.5K	0.01%	365

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 $6.18B AUM 18.43% 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

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

EPG Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 854 shares worth $82.6K. The position accounts for 0.02% of the portfolio, ranked #214.

EPG Wealth Management first reported a position in MOAT in Q4 2019 and has held it in 19 quarters since. The position peaked at $88.5K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

EPG Wealth Management held 854 shares of VanEck Morningstar Wide Moat ETF worth $82.6K as of Q1 2026.
EPG Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of EPG Wealth Management's portfolio in Q1 2026, its #214 holding.
EPG Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $88.5K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.