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

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Kaizen Financial Strategies's MOO Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of VanEck Agribusiness ETF (MOO) in Q1 2023, closing a stake of 5,750 shares — an estimated $520K sold.

Kaizen Financial Strategies first reported a position in MOO in Q4 2020 and held it in 8 quarters. The position peaked at $638K in Q1 2022. 255 funds tracked by Wall St. Rank hold MOO as of Q1 2023.

Kaizen Financial Strategies reported no remaining VanEck Agribusiness ETF position as of Q1 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 5,750 VanEck Agribusiness ETF shares in Q1 2023, an estimated $520K.
Kaizen Financial Strategies first reported a position in VanEck Agribusiness ETF in Q4 2020 and held it in 8 quarters.
Kaizen Financial Strategies's VanEck Agribusiness ETF position peaked at $638K in Q1 2022.
255 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.