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Schwarz Dygos Wheeler Investment Advisors’s VanEck Agribusiness ETF MOO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2025
Q2 		– Sell
-11,132
Closed -$756K – 163
2025
Q1 		$756K Hold
11,132
– – 0.18% 84
2024
Q4 		$718K Sell
11,132
-50
-0.4% -$3.55K 0.18% 87
2024
Q3 		$844K Sell
11,182
-52
-0.5% -$3.73K 0.21% 73
2024
Q2 		$788K Sell
11,234
-880
-7% -$63.8K 0.21% 75
2024
Q1 		$910K Hold
12,114
– – 0.25% 64
2023
Q4 		$923K Sell
12,114
-75
-0.6% -$5.6K 0.28% 63
2023
Q3 		$959K Hold
12,189
– – 0.33% 54
2023
Q2 		$996K Sell
12,189
-150
-1% -$12.4K 0.33% 54
2023
Q1 		$1.07M Hold
12,339
– – 0.39% 50
2022
Q4 		$1.06M Hold
12,339
– – 0.42% 49
2022
Q3 		$996K Hold
12,339
– – 0.44% 47
2022
Q2 		$1.07M Buy
12,339
+179
+1% +$17.5K 0.43% 52
2022
Q1 		$1.27M Sell
12,160
-3,292
-21% -$319K 0.43% 49
2021
Q4 		$1.47M Sell
15,452
-50
-0.3% -$4.71K 0.5% 45
2021
Q3 		$1.41M Hold
15,502
– – 0.52% 47
2021
Q2 		$1.41M Hold
15,502
– – 0.51% 50
2021
Q1 		$1.36M Sell
15,502
-350
-2% -$29.6K 0.56% 44
2020
Q4 		$1.24M Hold
15,852
– – 0.59% 38
2020
Q3 		$1.07M Sell
15,852
-75
-0.5% -$4.92K 0.61% 40
2020
Q2 		$970K Sell
15,927
-175
-1% -$9.89K 0.63% 37
2020
Q1 		$827K Hold
16,102
– – 0.7% 34
2019
Q4 		$1.11M Sell
16,102
-112
-0.7% -$7.46K 0.76% 37
2019
Q3 		$1.07M Sell
16,214
-1,800
-10% -$119K 0.85% 33
2019
Q2 		$1.2M Buy
18,014
+100
+0.6% +$6.34K 0.99% 28
2019
Q1 		$1.12M Sell
17,914
-15
-0.1% -$918 0.96% 31
2018
Q4 		$1.02M Buy
+17,929
New +$1.11M 1.1% 27

Other funds holding MOO

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MOO Position: Q2 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of VanEck Agribusiness ETF (MOO) in Q2 2025, closing a stake of 11,132 shares — an estimated $756K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MOO in Q4 2018 and held it in 26 quarters. The position peaked at $1.47M in Q4 2021. 176 funds tracked by Wall St. Rank hold MOO as of Q2 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining VanEck Agribusiness ETF position as of Q2 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 11,132 VanEck Agribusiness ETF shares in Q2 2025, an estimated $756K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in VanEck Agribusiness ETF in Q4 2018 and held it in 26 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's VanEck Agribusiness ETF position peaked at $1.47M in Q4 2021.
  • 176 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q2 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.