Beta Wealth Group’s VanEck Agribusiness ETF MOO Stock Holding History

Beta Wealth Group’s Portfolio MOO Stock Details MOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-64,219	Closed	-$4.5M	–	109
2024 Q2	$4.5M	Buy	64,219 +1,614	+3%	+$117K	2.13%	15
2024 Q1	$4.7M	Buy	62,605 +3,648	+6%	+$266K	2.29%	13
2023 Q4	$4.49M	Sell	58,957 -80,627	-58%	-$6.02M	2.35%	13
2023 Q3	$11M	Buy	139,584 +1,468	+1%	+$122K	6.49%	2
2023 Q2	$11.3M	Buy	138,116 +5,741	+4%	+$476K	6.52%	2
2023 Q1	$11.5M	Buy	+132,375	New	+$11.7M	6.58%	1

Other funds holding MOO

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Beta Wealth Group's MOO Position: Q3 2024 in Review

Beta Wealth Group sold out of VanEck Agribusiness ETF (MOO) in Q3 2024, closing a stake of 64,219 shares — an estimated $4.5M sold.

Beta Wealth Group first reported a position in MOO in Q1 2023 and held it in 6 quarters. The position peaked at $11.5M in Q1 2023. 178 funds tracked by Wall St. Rank hold MOO as of Q3 2024.

Beta Wealth Group reported no remaining VanEck Agribusiness ETF position as of Q3 2024 after selling out during the quarter.
Beta Wealth Group sold 64,219 VanEck Agribusiness ETF shares in Q3 2024, an estimated $4.5M.
Beta Wealth Group first reported a position in VanEck Agribusiness ETF in Q1 2023 and held it in 6 quarters.
Beta Wealth Group's VanEck Agribusiness ETF position peaked at $11.5M in Q1 2023.
178 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q3 2024.

Based on Beta Wealth Group's 13F filing for Q3 2024, filed 1 Nov 2024.