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 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 $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

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

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Cornerstone Financial Group's MOAT Position: Q2 2026 in Review

Cornerstone Financial Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 11,019 shares worth $1.15M. The position accounts for 0.71% of the portfolio, ranked #31.

Cornerstone Financial Group first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 551 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cornerstone Financial Group held 11,019 shares of VanEck Morningstar Wide Moat ETF worth $1.15M as of Q2 2026.
Cornerstone Financial Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.71% of Cornerstone Financial Group's portfolio in Q2 2026, its #31 holding.
Cornerstone Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $1.2M in Q4 2025.
551 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.