Bank of Nova Scotia’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bank of Nova Scotia’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
2021 Q3	–	Sell	-7,480	Closed	-$554K	–	1171
2021 Q2	$554K	Buy	+7,480	New	+$545K	﹤0.01%	948
2015 Q4	–	Sell	-20,143	Closed	-$560K	–	770
2015 Q3	$560K	Hold	20,143	–	–	﹤0.01%	403
2015 Q2	$618K	Hold	20,143	–	–	﹤0.01%	334
2015 Q1	$613K	Sell	20,143 -17,951	-47%	-$542K	﹤0.01%	329
2014 Q4	$1.2M	Buy	+38,094	New	+$1.19M	﹤0.01%	263

Other funds holding MOAT

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Bank of Nova Scotia's MOAT Position: Q3 2021 in Review

Bank of Nova Scotia sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2021, closing a stake of 7,480 shares — an estimated $554K sold.

Bank of Nova Scotia first reported a position in MOAT in Q4 2014 and held it in 5 quarters. The position peaked at $1.2M in Q4 2014. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

Bank of Nova Scotia reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2021 after selling out during the quarter.
Bank of Nova Scotia sold 7,480 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $554K.
Bank of Nova Scotia first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and held it in 5 quarters.
Bank of Nova Scotia's VanEck Morningstar Wide Moat ETF position peaked at $1.2M in Q4 2014.
308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Bank of Nova Scotia's 13F filing for Q3 2021, filed 12 Nov 2021.