SimpliFi Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SimpliFi Inc’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
2025 Q1	–	Sell	-27,158	Closed	-$2.52M	–	43
2024 Q4	$2.52M	Buy	27,158 +165	+0.6%	+$15.9K	1.15%	13
2024 Q3	$2.62M	Sell	26,993 -559	-2%	-$51.1K	1.16%	13
2024 Q2	$2.39M	Buy	27,552 +31	+0.1%	+$2.69K	1.1%	13
2024 Q1	$2.47M	Buy	27,521 +2,666	+11%	+$229K	1.13%	13
2023 Q4	$1.89M	Hold	24,855	–	–	0.93%	13
2023 Q3	$1.89M	Buy	24,855 +475	+2%	+$37.8K	0.93%	13
2023 Q2	$1.95M	Buy	+24,380	New	+$1.84M	0.92%	14

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

BFA

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SimpliFi Inc's MOAT Position: Q1 2025 in Review

SimpliFi Inc sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 27,158 shares — an estimated $2.52M sold.

SimpliFi Inc first reported a position in MOAT in Q2 2023 and held it in 7 quarters. The position peaked at $2.62M in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

SimpliFi Inc reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
SimpliFi Inc sold 27,158 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $2.52M.
SimpliFi Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 7 quarters.
SimpliFi Inc's VanEck Morningstar Wide Moat ETF position peaked at $2.62M in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on SimpliFi Inc's 13F filing for Q1 2025, filed 29 Apr 2025.