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

Commonwealth Financial 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 Q3	$443K	Sell	4,187 -1,836	-30%	-$201K	0.08%	130
2026 Q2	$626K	Sell	6,023 -715	-11%	-$72.3K	0.08%	136
2026 Q1	$652K	Hold	6,738	–	–	0.1%	107
2025 Q4	$698K	Sell	6,738 -343	-5%	-$35K	0.12%	101
2025 Q3	$702K	Sell	7,081 -643	-8%	-$62.7K	0.12%	96
2025 Q2	$724K	Buy	7,724 +2,955	+62%	+$259K	0.14%	89
2025 Q1	$420K	Sell	4,769 -164	-3%	-$15.1K	0.09%	122
2024 Q4	$457K	Buy	4,933 +348	+8%	+$33.5K	0.09%	109
2024 Q3	$441K	Sell	4,585 -59	-1%	-$5.4K	0.09%	111
2024 Q2	$400K	Buy	4,644 +260	+6%	+$22.6K	0.08%	110
2024 Q1	$372K	Hold	4,384	–	–	0.09%	114
2023 Q4	$372K	Sell	4,384 -802	-15%	-$62.3K	0.09%	112
2023 Q3	$393K	Buy	+5,186	New	+$413K	0.12%	111

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Commonwealth Financial Services's MOAT Position: Q3 2026 in Review

Commonwealth Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 30% in Q3 2026, selling an estimated $201K and leaving 4,187 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #130.

Commonwealth Financial Services first reported a position in MOAT in Q3 2023 and has held it in 13 quarters since. The position peaked at $724K in Q2 2025. 312 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Commonwealth Financial Services held 4,187 shares of VanEck Morningstar Wide Moat ETF worth $443K as of Q3 2026.
Commonwealth Financial Services sold 1,836 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $201K.
VanEck Morningstar Wide Moat ETF made up 0.08% of Commonwealth Financial Services's portfolio in Q3 2026, its #130 holding.
Commonwealth Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 13 quarters since.
Commonwealth Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $724K in Q2 2025.
312 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.