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 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%	-$5.39K	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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Commonwealth Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, selling an estimated $72.3K and leaving 6,023 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #136.

Commonwealth Financial Services first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $724K in Q2 2025. 126 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Commonwealth Financial Services held 6,023 shares of VanEck Morningstar Wide Moat ETF worth $626K as of Q2 2026.
Commonwealth Financial Services sold 715 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $72.3K.
VanEck Morningstar Wide Moat ETF made up 0.08% of Commonwealth Financial Services's portfolio in Q2 2026, its #136 holding.
Commonwealth Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $724K in Q2 2025.
126 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.