CA
MOAT icon

Cornerstone Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cornerstone Advisory’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 		$5.66M Sell
54,482
-3,946
-7% -$399K 0.47% 46
2026
Q1 		$5.65M Sell
58,428
-901
-2% -$93.4K 0.53% 40
2025
Q4 		$6.14M Sell
59,329
-2,408
-4% -$246K 0.59% 37
2025
Q3 		$6.12M Sell
61,737
-27,940
-31% -$2.73M 0.6% 35
2025
Q2 		$8.41M Sell
89,677
-5,866
-6% -$515K 0.9% 28
2025
Q1 		$8.19M Sell
95,543
-25,400
-21% -$2.34M 0.96% 26
2024
Q4 		$11.1M Buy
120,943
+17,408
+17% +$1.68M 1.26% 23
2024
Q3 		$10M Sell
103,535
-7,432
-7% -$680K 1.32% 21
2024
Q2 		$9.61M Sell
110,967
-6,302
-5% -$548K 1.35% 21
2024
Q1 		$10.5M Buy
117,269
+8,638
+8% +$741K 1.5% 19
2023
Q4 		$9.22M Buy
108,631
+16,548
+18% +$1.29M 1.44% 19
2023
Q3 		$6.98M Buy
92,083
+24,062
+35% +$1.92M 1.22% 21
2023
Q2 		$5.43M Sell
68,021
-194
-0.3% -$14.6K 0.95% 24
2023
Q1 		$5.04M Buy
68,215
+5,433
+9% +$386K 0.91% 24
2022
Q4 		$4.08M Buy
62,782
+12,207
+24% +$792K 0.8% 27
2022
Q3 		$3.03M Buy
50,575
+21,282
+73% +$1.43M 0.68% 31
2022
Q2 		$1.87M Sell
29,293
-872
-3% -$59.8K 0.43% 42
2022
Q1 		$2.25M Buy
30,165
+4,266
+16% +$314K 0.34% 47
2021
Q4 		$1.97M Buy
25,899
+12,534
+94% +$950K 0.28% 55
2021
Q3 		$979K Buy
+13,365
New +$1.01M 0.16% 103

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Cornerstone Advisory's MOAT Position: Q2 2026 in Review

Cornerstone Advisory reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.8% in Q2 2026, selling an estimated $399K and leaving 54,482 shares worth $5.66M. The position accounts for 0.47% of the portfolio, ranked #46.

Cornerstone Advisory first reported a position in MOAT in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.1M in Q4 2024. 299 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cornerstone Advisory held 54,482 shares of VanEck Morningstar Wide Moat ETF worth $5.66M as of Q2 2026.
  • Cornerstone Advisory sold 3,946 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $399K.
  • VanEck Morningstar Wide Moat ETF made up 0.47% of Cornerstone Advisory's portfolio in Q2 2026, its #46 holding.
  • Cornerstone Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 20 quarters since.
  • Cornerstone Advisory's VanEck Morningstar Wide Moat ETF position peaked at $11.1M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.