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

Simplicity Wealth’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	$418K	Buy	4,318 +860	+25%	+$89.1K	0.02%	500
2025 Q4	$358K	Buy	3,458 +133	+4%	+$13.6K	0.02%	515
2025 Q3	$330K	Buy	+3,325	New	+$324K	0.02%	534
2024 Q3	–	Sell	-17,542	Closed	-$1.52M	–	929
2024 Q2	$1.52M	Buy	17,542 +739	+4%	+$64.2K	0.03%	415
2024 Q1	$1.51M	Buy	16,803 +14,438	+610%	+$1.24M	0.04%	414
2023 Q4	$201K	Buy	+2,365	New	+$184K	0.08%	177

Other funds holding MOAT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Simplicity Wealth's MOAT Position: Q1 2026 in Review

Simplicity Wealth increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 25% in Q1 2026, buying an estimated $89.1K and bringing the position to 4,318 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #500.

Simplicity Wealth first reported a position in MOAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.52M in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Simplicity Wealth held 4,318 shares of VanEck Morningstar Wide Moat ETF worth $418K as of Q1 2026.
Simplicity Wealth bought 860 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $89.1K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #500 holding.
Simplicity Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 6 quarters since.
Simplicity Wealth's VanEck Morningstar Wide Moat ETF position peaked at $1.52M in Q2 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.