Carson Wealth (CWM LLC)
MOAT icon

Carson Wealth (CWM LLC)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$60.4M Sell
624,885
-21,673
-3% -$2.25M 0.16% 136
2025
Q4 		$67M Sell
646,558
-35,717
-5% -$3.65M 0.18% 108
2025
Q3 		$67.6M Sell
682,275
-200,614
-23% -$19.6M 0.2% 97
2025
Q2 		$82.8M Sell
882,889
-239,343
-21% -$21M 0.29% 67
2025
Q1 		$98.8M Sell
1,122,232
-95,485
-8% -$8.79M 0.39% 51
2024
Q4 		$113M Buy
1,217,717
+64,917
+6% +$6.25M 0.47% 43
2024
Q3 		$112M Buy
1,152,800
+109,394
+10% +$10M 0.48% 38
2024
Q2 		$90.4M Buy
1,043,406
+35,705
+4% +$3.1M 0.43% 44
2024
Q1 		$90.6M Buy
1,007,701
+247,541
+33% +$21.2M 0.44% 43
2023
Q4 		$64.5M Buy
760,160
+1,762
+0.2% +$137K 0.35% 53
2023
Q3 		$57.5M Buy
758,398
+238,741
+46% +$19M 0.35% 55
2023
Q2 		$41.5M Buy
519,657
+132,464
+34% +$9.97M 0.26% 73
2023
Q1 		$28.6M Buy
387,193
+35,937
+10% +$2.55M 0.19% 109
2022
Q4 		$22.8M Sell
351,256
-81,633
-19% -$5.29M 0.17% 127
2022
Q3 		$26M Sell
432,889
-15,000
-3% -$1.01M 0.21% 99
2022
Q2 		$28.5M Buy
447,889
+111,999
+33% +$7.69M 0.22% 94
2022
Q1 		$25.1M Buy
335,890
+1,585
+0.5% +$117K 0.18% 114
2021
Q4 		$25.4M Buy
+334,305
New +$25.3M 0.18% 113
2021
Q2 		$22.1M Hold
298,437
– – 0.18% 120
2021
Q1 		$22.1M Hold
298,437
– – 0.18% 120
2020
Q4 		$22.1M Hold
298,437
– – 0.18% 120
2020
Q3 		$22.1M Hold
298,437
– – 0.18% 120
2020
Q2 		$22.1M Hold
298,437
– – 0.18% 120
2020
Q1 		$22.1M Hold
298,437
– – 0.18% 120
2019
Q4 		$22.1M Hold
298,437
– – 0.18% 120
2019
Q3 		$22.1M Hold
298,437
– – 0.18% 120
2019
Q2 		$22.1M Hold
298,437
– – 0.18% 120
2019
Q1 		$22.1M Buy
298,437
+233,335
+358% +$10.5M 0.18% 120
2018
Q4 		$2.68M Sell
65,102
-4,666
-7% -$207K 0.07% 240
2018
Q3 		$3.26M Sell
69,768
-2,283
-3% -$104K 0.08% 216
2018
Q2 		$3.14M Sell
72,051
-11,280
-14% -$480K 0.1% 171
2018
Q1 		$3.46M Sell
83,331
-4,195
-5% -$182K 0.14% 129
2017
Q4 		$3.71M Buy
87,526
+9,952
+13% +$411K 0.17% 103
2017
Q3 		$3.13M Buy
77,574
+33,877
+78% +$1.34M 0.15% 107
2017
Q2 		$1.73M Buy
43,697
+9,336
+27% +$358K 0.09% 165
2017
Q1 		$1.29M Buy
34,361
+13,998
+69% +$516K 0.07% 173
2016
Q4 		$709K Buy
20,363
+250
+1% +$8.61K 0.04% 196
2016
Q3 		$685K Buy
20,113
+3,279
+19% +$112K 0.05% 191
2016
Q2 		$547K Buy
16,834
+241
+1% +$7.76K 0.04% 194
2016
Q1 		$510K Buy
16,593
+583
+4% +$16.7K 0.04% 184
2015
Q4 		$463K Sell
16,010
-11,797
-42% -$351K 0.05% 180
2015
Q3 		$777K Buy
+27,807
New +$832K 0.08% 145

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MOAT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q1 2026, selling an estimated $2.25M and leaving 624,885 shares worth $60.4M. The position accounts for 0.16% of the portfolio, ranked #136.

Carson Wealth (CWM LLC) first reported a position in MOAT in Q3 2015 and has held it in 42 quarters since. The position peaked at $113M in Q4 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 624,885 shares of VanEck Morningstar Wide Moat ETF worth $60.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 21,673 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $2.25M.
  • VanEck Morningstar Wide Moat ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #136 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Morningstar Wide Moat ETF position peaked at $113M in Q4 2024.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.