KFS
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Kaizen Financial Strategies’s VanEck Agribusiness ETF MOO Stock Holding History

Kaizen Financial Strategies’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
2023
Q1 		– Sell
-5,750
Closed -$520K – 112
2022
Q4 		$520K Buy
5,750
+150
+3% +$13.2K 0.51% 47
2022
Q3 		$452K Sell
5,600
-500
-8% -$44.4K 0.46% 54
2022
Q2 		$528K Hold
6,100
– – 0.52% 50
2022
Q1 		$638K Buy
6,100
+200
+3% +$19.4K 0.5% 52
2021
Q4 		$563K Hold
5,900
– – 0.42% 60
2021
Q3 		$538K Buy
+5,900
New +$543K 0.43% 64
2021
Q1 		$522K Buy
5,950
+350
+6% +$29.6K 0.5% 59
2020
Q4 		$436K Buy
+5,600
New +$406K 0.48% 64

Other funds holding MOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return