Commonwealth Equity Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Commonwealth Equity Services’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	$117M	Sell	1,130,118 -213,763	-16%	-$21.6M	0.15%	139
2026 Q1	$130M	Sell	1,343,881 -25,300	-2%	-$2.62M	0.18%	106
2025 Q4	$142M	Sell	1,369,181 -183,570	-12%	-$18.7M	0.19%	100
2025 Q3	$154M	Sell	1,552,751 -246,468	-14%	-$24M	0.2%	91
2025 Q2	$169M	Sell	1,799,219 -309,993	-15%	-$27.2M	0.22%	79
2025 Q1	$186M	Sell	2,109,212 -86,238	-4%	-$7.94M	0.26%	68
2024 Q4	$204M	Sell	2,195,450 -33,246	-1%	-$3.2M	0.3%	60
2024 Q3	$216M	Sell	2,228,696 -260,754	-10%	-$23.8M	0.33%	57
2024 Q2	$216M	Buy	2,489,450 +30,142	+1%	+$2.62M	0.34%	49
2024 Q1	$221M	Buy	2,459,308 +119,262	+5%	+$10.2M	0.37%	47
2023 Q4	$199M	Buy	2,340,046 +323,206	+16%	+$25.1M	0.36%	48
2023 Q3	$153M	Buy	2,016,840 +238,387	+13%	+$19M	0.32%	58
2023 Q2	$142M	Buy	1,778,453 +479,047	+37%	+$36.1M	0.29%	65
2023 Q1	$95.9M	Buy	1,299,406 +139,748	+12%	+$9.92M	0.2%	98
2022 Q4	$75.3M	Buy	1,159,658 +61,464	+6%	+$3.99M	0.18%	118
2022 Q3	$65.9M	Buy	1,098,194 +54,081	+5%	+$3.64M	0.17%	115
2022 Q2	$66.5M	Buy	1,044,113 +26,793	+3%	+$1.84M	0.17%	116
2022 Q1	$76M	Sell	1,017,320 -23,433	-2%	-$1.73M	0.17%	118
2021 Q4	$79.2M	Buy	1,040,753 +68,810	+7%	+$5.21M	0.18%	114
2021 Q3	$71.2M	Buy	971,943 +78,316	+9%	+$5.9M	0.18%	118
2021 Q2	$66.2M	Buy	893,627 +55,946	+7%	+$4.07M	0.17%	129
2021 Q1	$58M	Buy	837,681 +34,098	+4%	+$2.25M	0.16%	131
2020 Q4	$49.8M	Buy	803,583 +35,052	+5%	+$2.06M	0.15%	146
2020 Q3	$42M	Buy	768,531 +52,094	+7%	+$2.85M	0.14%	153
2020 Q2	$37.4M	Buy	716,437 +165,821	+30%	+$8.26M	0.14%	146
2020 Q1	$24.1M	Buy	550,616 +209,145	+61%	+$10.8M	0.11%	180
2019 Q4	$18.7M	Buy	341,471 +35,718	+12%	+$1.89M	0.07%	260
2019 Q3	$15.3M	Buy	305,753 +32,060	+12%	+$1.57M	0.07%	281
2019 Q2	$13.1M	Buy	273,693 +27,043	+11%	+$1.28M	0.06%	306
2019 Q1	$11.5M	Buy	246,650 +22,363	+10%	+$1.01M	0.05%	328
2018 Q4	$9.23M	Buy	224,287 +26,612	+13%	+$1.18M	0.05%	347
2018 Q3	$9.24M	Buy	197,675 +43,392	+28%	+$1.98M	0.04%	367
2018 Q2	$6.72M	Buy	154,283 +6,791	+5%	+$289K	0.04%	411
2018 Q1	$6.12M	Buy	147,492 +4,776	+3%	+$207K	0.03%	417
2017 Q4	$6.06M	Sell	142,716 -63,661	-31%	-$2.63M	0.03%	421
2017 Q3	$8.32M	Buy	206,377 +143,864	+230%	+$5.69M	0.05%	318
2017 Q2	$2.47M	Buy	62,513 +5,284	+9%	+$203K	0.02%	674
2017 Q1	$2.15M	Buy	57,229 +364	+0.6%	+$13.4K	0.01%	710
2016 Q4	$1.98M	Buy	56,865 +2,617	+5%	+$90.1K	0.01%	711
2016 Q3	$1.85M	Buy	54,248 +5,053	+10%	+$172K	0.01%	719
2016 Q2	$1.6M	Sell	49,195 -4,199	-8%	-$135K	0.01%	746
2016 Q1	$1.64M	Sell	53,394 -4,592	-8%	-$131K	0.01%	719
2015 Q4	$1.68M	Sell	57,986 -1,896	-3%	-$56.4K	0.02%	694
2015 Q3	$1.67M	Sell	59,882 -10,643	-15%	-$319K	0.02%	662
2015 Q2	$2.16M	Sell	70,525 -39,478	-36%	-$1.23M	0.02%	599
2015 Q1	$3.33M	Sell	110,003 -5,639	-5%	-$170K	0.03%	439
2014 Q4	$3.59M	Buy	115,642 +1,229	+1%	+$38.5K	0.04%	390
2014 Q3	$3.58M	Buy	114,413 +3,198	+3%	+$99.5K	0.04%	361
2014 Q2	$3.41M	Buy	111,215 +49,368	+80%	+$1.48M	0.04%	369
2014 Q1	$1.81M	Buy	61,847 +10,729	+21%	+$308K	0.03%	555
2013 Q4	$1.47M	Buy	51,118 +3,009	+6%	+$83.6K	0.02%	602
2013 Q3	$1.31M	Buy	48,109 +7,190	+18%	+$188K	0.02%	607
2013 Q2	$1M	Buy	+40,919	New	+$992K	0.02%	673

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Commonwealth Equity Services's MOAT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 16% in Q2 2026, selling an estimated $21.6M and leaving 1,130,118 shares worth $117M. The position accounts for 0.15% of the portfolio, ranked #139.

Commonwealth Equity Services first reported a position in MOAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $221M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Commonwealth Equity Services held 1,130,118 shares of VanEck Morningstar Wide Moat ETF worth $117M as of Q2 2026.
Commonwealth Equity Services sold 213,763 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $21.6M.
VanEck Morningstar Wide Moat ETF made up 0.15% of Commonwealth Equity Services's portfolio in Q2 2026, its #139 holding.
Commonwealth Equity Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's VanEck Morningstar Wide Moat ETF position peaked at $221M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.