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Hoese & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hoese & Co’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 		$86.6K Sell
833
-615
-42% -$62.2K 0.06% 85
2026
Q1 		$140K Hold
1,448
– – 0.1% 53
2025
Q4 		$150K Buy
+1,448
New +$148K 0.11% 51

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoese & Co's MOAT Position: Q2 2026 in Review

Hoese & Co reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 42% in Q2 2026, selling an estimated $62.2K and leaving 833 shares worth $86.6K. The position accounts for 0.06% of the portfolio, ranked #85.

Hoese & Co first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $150K in Q4 2025. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Hoese & Co held 833 shares of VanEck Morningstar Wide Moat ETF worth $86.6K as of Q2 2026.
  • Hoese & Co sold 615 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $62.2K.
  • VanEck Morningstar Wide Moat ETF made up 0.06% of Hoese & Co's portfolio in Q2 2026, its #85 holding.
  • Hoese & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • Hoese & Co's VanEck Morningstar Wide Moat ETF position peaked at $150K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.