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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
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return