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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return