Summit Financial Group’s VanEck Agribusiness ETF MOO Stock Holding History

Summit Financial Group’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 Q3	–	Sell	-5,790	Closed	-$473K	–	183
2023 Q2	$473K	Hold	5,790	–	–	0.18%	127
2023 Q1	$503K	Buy	5,790 +70	+1%	+$6.18K	0.19%	119
2022 Q4	$491K	Buy	5,720 +485	+9%	+$42.6K	0.19%	118
2022 Q3	$422K	Hold	5,235	–	–	0.18%	128
2022 Q2	$453K	Buy	5,235 +1,025	+24%	+$99.9K	0.17%	127
2022 Q1	$440K	Buy	4,210 +1,265	+43%	+$122K	0.15%	134
2021 Q4	$281K	Buy	2,945 +470	+19%	+$44.3K	0.09%	187
2021 Q3	$226K	Buy	2,475 +35	+1%	+$3.22K	0.08%	195
2021 Q2	$222K	Buy	+2,440	New	+$223K	0.08%	191

Other funds holding MOO

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

PWPCM

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Summit Financial Group's MOO Position: Q3 2023 in Review

Summit Financial Group sold out of VanEck Agribusiness ETF (MOO) in Q3 2023, closing a stake of 5,790 shares — an estimated $473K sold.

Summit Financial Group first reported a position in MOO in Q2 2021 and held it in 9 quarters. The position peaked at $503K in Q1 2023. 212 funds tracked by Wall St. Rank hold MOO as of Q3 2023.

Summit Financial Group reported no remaining VanEck Agribusiness ETF position as of Q3 2023 after selling out during the quarter.
Summit Financial Group sold 5,790 VanEck Agribusiness ETF shares in Q3 2023, an estimated $473K.
Summit Financial Group first reported a position in VanEck Agribusiness ETF in Q2 2021 and held it in 9 quarters.
Summit Financial Group's VanEck Agribusiness ETF position peaked at $503K in Q1 2023.
212 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q3 2023.

Based on Summit Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.