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

Ethos Financial Group’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 		$26.6M Buy
246,848
+42,918
+21% +$4.34M 1.78% 9
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

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethos Financial Group's MOAT Position: Q2 2026 in Review

Ethos Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 21% in Q2 2026, buying an estimated $4.34M and bringing the position to 246,848 shares worth $26.6M. The position accounts for 1.78% of the portfolio, ranked #9.

Ethos Financial Group first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Ethos Financial Group held 246,848 shares of VanEck Morningstar Wide Moat ETF worth $26.6M as of Q2 2026.
  • Ethos Financial Group bought 42,918 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $4.34M.
  • VanEck Morningstar Wide Moat ETF made up 1.78% of Ethos Financial Group's portfolio in Q2 2026, its #9 holding.
  • Ethos Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.