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 Q2	$425K	Sell	4,086 -232	-5%	-$23.5K	0.01%	705
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Simplicity Wealth's MOAT Position: Q2 2026 in Review

Simplicity Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.4% in Q2 2026, selling an estimated $23.5K and leaving 4,086 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #705.

Simplicity Wealth first reported a position in MOAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Simplicity Wealth held 4,086 shares of VanEck Morningstar Wide Moat ETF worth $425K as of Q2 2026.
Simplicity Wealth sold 232 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $23.5K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #705 holding.
Simplicity Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 7 quarters since.
Simplicity Wealth's VanEck Morningstar Wide Moat ETF position peaked at $1.52M in Q2 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.