Ethos Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.7M	Sell	203,930 -3,847	-2%	-$399K	1.44%	12
2025 Q4	$21.5M	Sell	207,777 -13,473	-6%	-$1.38M	1.59%	12
2025 Q3	$21.9M	Sell	221,250 -852	-0.4%	-$83.1K	1.72%	9
2025 Q2	$20.8M	Sell	222,102 -15,961	-7%	-$1.4M	1.79%	10
2025 Q1	$22.1M	Hold	238,063	–	–	2.11%	8
2024 Q4	$22.1M	Buy	238,063 +19,457	+9%	+$1.87M	2.88%	6
2024 Q3	$21.2M	Buy	218,606 +20,095	+10%	+$1.84M	3.5%	3
2024 Q2	$17.2M	Buy	198,511 +8,979	+5%	+$780K	3.03%	6
2024 Q1	$17M	Buy	189,532 +424	+0.2%	+$36.4K	3.22%	4
2023 Q4	$16.1M	Buy	189,108 +41,982	+29%	+$3.26M	3.42%	3
2023 Q3	$11.2M	Buy	147,126 +100,915	+218%	+$8.04M	2.89%	8
2023 Q2	$3.41M	Hold	46,211	–	–	1.15%	27
2023 Q1	$3.41M	Buy	46,211 +1,345	+3%	+$95.5K	1.06%	28
2022 Q4	$2.91M	Buy	+44,866	New	+$2.91M	0.99%	30