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

Cornerstone Planning 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
2024 Q4	–	Sell	-63	Closed	-$6.03K	–	1461
2024 Q3	$6.03K	Hold	63	–	–	﹤0.01%	529
2024 Q2	$5.5K	Sell	63 -30	-32%	-$2.61K	﹤0.01%	553
2024 Q1	$8.01K	Sell	93 -323	-78%	-$27.7K	﹤0.01%	446
2023 Q4	$35.3K	Buy	416 +83	+25%	+$6.45K	0.01%	228
2023 Q3	$25.3K	Sell	333 -89	-21%	-$7.09K	0.01%	277
2023 Q2	$33.7K	Buy	+422	New	+$31.8K	0.01%	317
2022 Q4	$67K	Buy	+984	New	+$63.8K	0.03%	220

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cornerstone Planning Group's MOAT Position: Q4 2024 in Review

Cornerstone Planning Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 63 shares — an estimated $6.03K sold.

Cornerstone Planning Group first reported a position in MOAT in Q4 2022 and held it in 7 quarters. The position peaked at $67K in Q4 2022. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Cornerstone Planning Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Planning Group sold 63 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $6.03K.
Cornerstone Planning Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's VanEck Morningstar Wide Moat ETF position peaked at $67K in Q4 2022.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.