WR Wealth Planners’s VanEck Agribusiness ETF MOO Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.58K	Sell	102 -147	-59%	-$10.4K	﹤0.01%	650
2024 Q3	$18.8K	Sell	249 -205	-45%	-$14.7K	0.01%	498
2024 Q2	$31.8K	Sell	454 -138	-23%	-$10K	0.01%	382
2024 Q1	$44.5K	Sell	592 -7,027	-92%	-$512K	0.01%	354
2023 Q4	$580K	Sell	7,619 -1,354	-15%	-$101K	0.22%	87
2023 Q3	$706K	Buy	8,973 +469	+6%	+$39.1K	0.27%	63
2023 Q2	$695K	Buy	8,504 +287	+3%	+$23.8K	0.27%	63
2023 Q1	$714K	Sell	8,217 -819	-9%	-$72.3K	0.31%	55
2022 Q4	$776K	Sell	9,036 -35	-0.4%	-$3.07K	0.48%	39
2022 Q3	$732K	Buy	9,071 +207	+2%	+$18.4K	0.52%	33
2022 Q2	$767K	Buy	8,864 +337	+4%	+$32.9K	0.51%	37
2022 Q1	$891K	Buy	+8,527	New	+$825K	0.53%	37

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BIA

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

WR Wealth Planners's MOO Position: Q4 2024 in Review

WR Wealth Planners reduced its VanEck Agribusiness ETF (MOO) stake by 59% in Q4 2024, selling an estimated $10.4K and leaving 102 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

WR Wealth Planners first reported a position in MOO in Q1 2022 and has held it in 12 quarters since. The position peaked at $891K in Q1 2022. 168 funds tracked by Wall St. Rank hold MOO as of Q4 2024.

WR Wealth Planners held 102 shares of VanEck Agribusiness ETF worth $6.58K as of Q4 2024.
WR Wealth Planners sold 147 VanEck Agribusiness ETF shares in Q4 2024, an estimated $10.4K.
VanEck Agribusiness ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #650 holding.
WR Wealth Planners first reported a position in VanEck Agribusiness ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's VanEck Agribusiness ETF position peaked at $891K in Q1 2022.
168 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.