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

Cornerstone Wealth 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
Q1 		$814K Buy
8,005
+3
+0% +$311 0.05% 179
2025
Q4 		$829K Buy
8,002
+45
+0.6% +$4.6K 0.06% 169
2025
Q3 		$789K Sell
7,957
-26
-0.3% -$2.54K 0.05% 160
2025
Q2 		$749K Sell
7,983
-442
-5% -$38.8K 0.06% 151
2025
Q1 		$741K Sell
8,425
-47,079
-85% -$4.33M 0.06% 151
2024
Q4 		$5.15M Sell
55,504
-2,086
-4% -$201K 0.42% 64
2024
Q3 		$5.58M Sell
57,590
-1,292
-2% -$118K 0.46% 56
2024
Q2 		$5.1M Buy
58,882
+3,889
+7% +$338K 0.45% 56
2024
Q1 		$4.94M Buy
54,993
+190
+0.3% +$16.3K 0.45% 57
2023
Q4 		$4.65M Buy
54,803
+5,080
+10% +$394K 0.67% 42
2023
Q3 		$3.77M Sell
49,723
-664
-1% -$52.9K 0.67% 51
2023
Q2 		$4.02M Sell
50,387
-112
-0.2% -$8.43K 0.73% 52
2023
Q1 		$3.73M Sell
50,499
-1,288
-2% -$91.4K 0.66% 54
2022
Q4 		$3.36M Buy
51,787
+1,298
+3% +$84.2K 0.64% 53
2022
Q3 		$3.03M Sell
50,489
-3,973
-7% -$267K 0.67% 53
2022
Q2 		$3.47M Buy
54,462
+1,216
+2% +$83.5K 0.73% 50
2022
Q1 		$3.98M Buy
53,246
+1,265
+2% +$93.2K 0.73% 49
2021
Q4 		$3.96M Buy
51,981
+2,624
+5% +$199K 0.68% 49
2021
Q3 		$3.62M Buy
49,357
+1,271
+3% +$95.7K 0.64% 48
2021
Q2 		$3.52M Buy
48,086
+2,769
+6% +$202K 0.72% 40
2021
Q1 		$3.27M Sell
45,317
-266,002
-85% -$17.5M 0.67% 49
2020
Q4 		$19.3M Sell
311,319
-92,044
-23% -$5.42M 4.74% 2
2020
Q3 		$22M Sell
403,363
-18,818
-4% -$1.03M 6.02% 2
2020
Q2 		$22.1M Sell
422,181
-8,778
-2% -$437K 5.53% 3
2020
Q1 		$18.9M Buy
430,959
+1,599
+0.4% +$82.2K 6.64% 2
2019
Q4 		$23.5M Buy
429,360
+115,445
+37% +$6.11M 6.36% 2
2019
Q3 		$15.7M Sell
313,915
-12,779
-4% -$626K 3.95% 5
2019
Q2 		$15.7M Buy
326,694
+195,308
+149% +$9.25M 4.23% 4
2019
Q1 		$6.13M Buy
+131,386
New +$5.94M 1.54% 16

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cornerstone Wealth Group's MOAT Position: Q1 2026 in Review

Cornerstone Wealth Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.04% in Q1 2026, buying an estimated $311 and bringing the position to 8,005 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #179.

Cornerstone Wealth Group first reported a position in MOAT in Q1 2019 and has held it in 29 quarters since. The position peaked at $23.5M in Q4 2019. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Cornerstone Wealth Group held 8,005 shares of VanEck Morningstar Wide Moat ETF worth $814K as of Q1 2026.
  • Cornerstone Wealth Group bought 3 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $311.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #179 holding.
  • Cornerstone Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's VanEck Morningstar Wide Moat ETF position peaked at $23.5M in Q4 2019.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.