EWA
Etesian Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
179,814
+17,609
| +11% | +$1.65M | 6.29% | 1 |
|
|
2025
Q1 | $14.3M | Buy |
162,205
+16,427
| +11% | +$1.45M | 6.15% | 1 |
|
|
2024
Q4 | $13.5M | Buy |
145,778
+24,880
| +21% | +$2.31M | 5.98% | 1 |
|
|
2024
Q3 | $11.7M | Buy |
120,898
+45,107
| +60% | +$4.37M | 5.31% | 1 |
|
|
2024
Q2 | $6.56M | Buy |
75,791
+11,220
| +17% | +$972K | 3.69% | 5 |
|
|
2024
Q1 | $5.8M | Buy |
64,571
+9,631
| +18% | +$866K | 3.33% | 4 |
|
|
2023
Q4 | $4.69M | Buy |
54,940
+8,135
| +17% | +$694K | 2.81% | 7 |
|
|
2023
Q3 | $3.55M | Buy |
46,805
+8,487
| +22% | +$644K | 2.39% | 9 |
|
|
2023
Q2 | $3.06M | Buy |
38,318
+1,262
| +3% | +$101K | 2% | 11 |
|
|
2023
Q1 | $2.74M | Buy |
37,056
+2,231
| +6% | +$165K | 1.82% | 13 |
|
|
2022
Q4 | $2.26M | Buy |
+34,825
| New | +$2.26M | 1.65% | 13 |
|