Simplicity Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Simplicity Solutions’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
2023 Q4	$1.19M	Buy	+14,067	New	+$1.09M	0.03%	401
2021 Q1	–	Sell	-30,045	Closed	-$1.86M	–	794
2020 Q4	$1.86M	Buy	30,045 +23,525	+361%	+$1.39M	0.03%	399
2020 Q3	$356K	Buy	6,520 +1,019	+19%	+$55.7K	0.01%	690
2020 Q2	$287K	Buy	+5,501	New	+$274K	0.01%	736
2020 Q1	–	Sell	-4,301	Closed	-$236K	–	840
2019 Q4	$236K	Buy	+4,301	New	+$228K	0.01%	751
2019 Q2	–	Sell	-5,701	Closed	-$266K	–	788
2019 Q1	$266K	Buy	+5,701	New	+$258K	0.02%	574

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

Simplicity Solutions's MOAT Position: Q4 2023 in Review

Simplicity Solutions opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2023: 14,067 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #401 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in MOAT as recently as Q4 2020.

Simplicity Solutions first reported a position in MOAT in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2020. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

Simplicity Solutions held 14,067 shares of VanEck Morningstar Wide Moat ETF worth $1.19M as of Q4 2023.
VanEck Morningstar Wide Moat ETF was a new Simplicity Solutions position in Q4 2023.
VanEck Morningstar Wide Moat ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #401 holding.
Simplicity Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 6 quarters since.
Simplicity Solutions's VanEck Morningstar Wide Moat ETF position peaked at $1.86M in Q4 2020.
617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.