Transform Wealth’s VanEck Agribusiness ETF MOO Stock Holding History

Transform Wealth’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 Q1	$2.26M	Sell	33,269 -10,256	-24%	-$696K	0.14%	109
2024 Q4	$2.81M	Buy	43,525 +28,480	+189%	+$2.02M	0.16%	104
2024 Q3	$1.14M	Sell	15,045 -1,699	-10%	-$122K	0.08%	119
2024 Q2	$1.17M	Hold	16,744	–	–	0.09%	118
2024 Q1	$1.26M	Sell	16,744 -57,099	-77%	-$4.16M	0.12%	118
2023 Q4	$5.63M	Sell	73,843 -2,143	-3%	-$160K	0.55%	61
2023 Q3	$5.98M	Sell	75,986 -78,466	-51%	-$6.54M	0.63%	52
2023 Q2	$12.6M	Sell	154,452 -260	-0.2%	-$21.5K	1.13%	23
2023 Q1	$13.4M	Buy	154,712 +78,973	+104%	+$6.97M	1.27%	20
2022 Q4	$6.5M	Buy	+75,739	New	+$6.65M	0.73%	47

Other funds holding MOO

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Transform Wealth's MOO Position: Q1 2025 in Review

Transform Wealth reduced its VanEck Agribusiness ETF (MOO) stake by 24% in Q1 2025, selling an estimated $696K and leaving 33,269 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #109.

Transform Wealth first reported a position in MOO in Q4 2022 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2023. 168 funds tracked by Wall St. Rank hold MOO as of Q1 2025.

Transform Wealth held 33,269 shares of VanEck Agribusiness ETF worth $2.26M as of Q1 2025.
Transform Wealth sold 10,256 VanEck Agribusiness ETF shares in Q1 2025, an estimated $696K.
VanEck Agribusiness ETF made up 0.14% of Transform Wealth's portfolio in Q1 2025, its #109 holding.
Transform Wealth first reported a position in VanEck Agribusiness ETF in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's VanEck Agribusiness ETF position peaked at $13.4M in Q1 2023.
168 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.