Cornerstone National Bank & Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cornerstone National Bank & Trust’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	$8.1K	Hold	77	–	–	﹤0.01%	192
2026 Q1	$7.43K	Hold	77	–	–	﹤0.01%	182
2025 Q4	$7.97K	Hold	77	–	–	﹤0.01%	165
2025 Q3	$7.63K	Hold	77	–	–	﹤0.01%	154
2025 Q2	$7.22K	Hold	77	–	–	﹤0.01%	154
2025 Q1	$6.78K	Hold	77	–	–	﹤0.01%	152
2024 Q4	$7.14K	Hold	77	–	–	﹤0.01%	146
2024 Q3	$7.46K	Buy	+77	New	+$7.04K	﹤0.01%	145

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

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

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 National Bank & Trust's MOAT Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 77 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Cornerstone National Bank & Trust first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Cornerstone National Bank & Trust held 77 shares of VanEck Morningstar Wide Moat ETF worth $8.1K as of Q2 2026.
Cornerstone National Bank & Trust left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #192 holding.
Cornerstone National Bank & Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.