Comprehensive Financial Consultants Institutional’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Comprehensive Financial Consultants Institutional’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	$887K	Sell	8,535 -12,171	-59%	-$1.23M	0.23%	108
2026 Q1	$2M	Buy	20,706 +931	+5%	+$96.5K	0.59%	63
2025 Q4	$2.05M	Sell	19,775 -10	-0.1%	-$1.02K	0.62%	60
2025 Q3	$1.96M	Buy	19,785 +1,305	+7%	+$127K	0.61%	59
2025 Q2	$1.73M	Sell	18,480 -483	-3%	-$42.4K	0.57%	63
2025 Q1	$1.67M	Sell	18,963 -329	-2%	-$30.3K	0.59%	63
2024 Q4	$1.79M	Buy	19,292 +123	+0.6%	+$11.8K	0.65%	56
2024 Q3	$1.86M	Sell	19,169 -70	-0.4%	-$6.4K	0.68%	55
2024 Q2	$1.67M	Buy	19,239 +651	+4%	+$56.6K	0.65%	58
2024 Q1	$1.67M	Sell	18,588 -256	-1%	-$22K	0.69%	56
2023 Q4	$1.6M	Buy	18,844 +1,290	+7%	+$100K	0.74%	54
2023 Q3	$1.33M	Buy	+17,554	New	+$1.4M	0.7%	57

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

Comprehensive Financial Consultants Institutional's MOAT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 59% in Q2 2026, selling an estimated $1.23M and leaving 8,535 shares worth $887K. The position accounts for 0.23% of the portfolio, ranked #108.

Comprehensive Financial Consultants Institutional first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Comprehensive Financial Consultants Institutional held 8,535 shares of VanEck Morningstar Wide Moat ETF worth $887K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 12,171 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.23M.
VanEck Morningstar Wide Moat ETF made up 0.23% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #108 holding.
Comprehensive Financial Consultants Institutional first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Comprehensive Financial Consultants Institutional's VanEck Morningstar Wide Moat ETF position peaked at $2.05M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.