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

Cornerstone Financial Group’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	$997K	Sell	9,435 -1,584	-14%	-$173K	0.58%	33
2026 Q2	$1.15M	Hold	11,019	–	–	0.71%	31
2026 Q1	$1.1M	Sell	11,019 -525	-5%	-$54.4K	0.71%	31
2025 Q4	$1.2M	Sell	11,544 -466	-4%	-$47.6K	0.83%	30
2025 Q3	$1.19M	Sell	12,010 -378	-3%	-$36.9K	0.92%	29
2025 Q2	$1.16M	Hold	12,388	–	–	0.99%	27
2025 Q1	$1.13M	Buy	12,388 +508	+4%	+$46.7K	1.01%	27
2024 Q4	$1.1M	Buy	+11,880	New	+$1.14M	1.09%	28

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Cornerstone Financial Group's MOAT Position: Q3 2026 in Review

Cornerstone Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 14% in Q3 2026, selling an estimated $173K and leaving 9,435 shares worth $997K. The position accounts for 0.58% of the portfolio, ranked #33.

Cornerstone Financial Group first reported a position in MOAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2025. 579 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Cornerstone Financial Group held 9,435 shares of VanEck Morningstar Wide Moat ETF worth $997K as of Q3 2026.
Cornerstone Financial Group sold 1,584 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $173K.
VanEck Morningstar Wide Moat ETF made up 0.58% of Cornerstone Financial Group's portfolio in Q3 2026, its #33 holding.
Cornerstone Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $1.2M in Q4 2025.
579 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.