Cascade Financial Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cascade Financial Partners’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	$2.03M	Hold	19,535	–	–	0.18%	83
2026 Q1	$1.89M	Hold	19,535	–	–	0.19%	84
2025 Q4	$2.02M	Sell	19,535 -2,910	-13%	-$297K	0.21%	79
2025 Q3	$2.22M	Hold	22,445	–	–	0.26%	77
2025 Q2	$2.11M	Hold	22,445	–	–	0.25%	76
2025 Q1	$1.98M	Sell	22,445 -15,880	-41%	-$1.46M	0.25%	73
2024 Q4	$3.55M	Hold	38,325	–	–	0.46%	46
2024 Q3	$3.71M	Hold	38,325	–	–	0.46%	42
2024 Q2	$3.32M	Hold	38,325	–	–	0.44%	43
2024 Q1	$3.28M	Buy	+38,325	New	+$3.29M	0.47%	44

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cascade Financial Partners's MOAT Position: Q2 2026 in Review

Cascade Financial Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 19,535 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #83.

Cascade Financial Partners first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.71M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cascade Financial Partners held 19,535 shares of VanEck Morningstar Wide Moat ETF worth $2.03M as of Q2 2026.
Cascade Financial Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.18% of Cascade Financial Partners's portfolio in Q2 2026, its #83 holding.
Cascade Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's VanEck Morningstar Wide Moat ETF position peaked at $3.71M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.