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

Etesian 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	$19.4M	Sell	186,600 -9,764	-5%	-$987K	5.73%	2
2026 Q1	$19M	Buy	196,364 +5,063	+3%	+$525K	6.06%	1
2025 Q4	$19.8M	Buy	191,301 +2,066	+1%	+$211K	6.21%	2
2025 Q3	$18.8M	Buy	189,235 +9,421	+5%	+$919K	6.19%	2
2025 Q2	$16.9M	Buy	179,814 +17,609	+11%	+$1.54M	6.29%	1
2025 Q1	$14.3M	Buy	162,205 +16,427	+11%	+$1.51M	6.15%	1
2024 Q4	$13.5M	Buy	145,778 +24,880	+21%	+$2.4M	5.98%	1
2024 Q3	$11.7M	Buy	120,898 +45,107	+60%	+$4.12M	5.31%	1
2024 Q2	$6.56M	Buy	75,791 +11,220	+17%	+$975K	3.69%	5
2024 Q1	$5.8M	Buy	64,571 +9,631	+18%	+$826K	3.33%	4
2023 Q4	$4.69M	Buy	54,940 +8,135	+17%	+$632K	2.81%	7
2023 Q3	$3.55M	Buy	46,805 +8,487	+22%	+$676K	2.39%	9
2023 Q2	$3.06M	Buy	38,318 +1,262	+3%	+$95K	2%	11
2023 Q1	$2.74M	Buy	37,056 +2,231	+6%	+$158K	1.82%	13
2022 Q4	$2.26M	Buy	+34,825	New	+$2.26M	1.65%	13

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

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

Etesian Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5% in Q2 2026, selling an estimated $987K and leaving 186,600 shares worth $19.4M. The position accounts for 5.73% of the portfolio, ranked #2.

Etesian Wealth Advisors first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.8M in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Etesian Wealth Advisors held 186,600 shares of VanEck Morningstar Wide Moat ETF worth $19.4M as of Q2 2026.
Etesian Wealth Advisors sold 9,764 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $987K.
VanEck Morningstar Wide Moat ETF made up 5.73% of Etesian Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Etesian Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $19.8M in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.