Caldwell Trust’s VanEck Agribusiness ETF MOO Stock Holding History

Caldwell Trust’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	-30	Closed	-$2.1K	–	715
2024 Q2	$2.1K	Hold	30	–	–	﹤0.01%	675
2024 Q1	$2.25K	Hold	30	–	–	﹤0.01%	687
2023 Q4	$2.29K	Hold	30	–	–	﹤0.01%	682
2023 Q3	$2.36K	Hold	30	–	–	﹤0.01%	685
2023 Q2	$2.45K	Hold	30	–	–	﹤0.01%	715
2023 Q1	$2.61K	Buy	+30	New	+$2.65K	﹤0.01%	699

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

Caldwell Trust's MOO Position: Q3 2024 in Review

Caldwell Trust sold out of VanEck Agribusiness ETF (MOO) in Q3 2024, closing a stake of 30 shares — an estimated $2.1K sold.

Caldwell Trust first reported a position in MOO in Q1 2023 and held it in 6 quarters. The position peaked at $2.61K in Q1 2023. 178 funds tracked by Wall St. Rank hold MOO as of Q3 2024.

Caldwell Trust reported no remaining VanEck Agribusiness ETF position as of Q3 2024 after selling out during the quarter.
Caldwell Trust sold 30 VanEck Agribusiness ETF shares in Q3 2024, an estimated $2.1K.
Caldwell Trust first reported a position in VanEck Agribusiness ETF in Q1 2023 and held it in 6 quarters.
Caldwell Trust's VanEck Agribusiness ETF position peaked at $2.61K in Q1 2023.
178 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q3 2024.

Based on Caldwell Trust's 13F filing for Q3 2024, filed 24 Sep 2025.