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Avantax Advisory Services’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Avantax Advisory Services’s Portfolio VEGI Stock Details VEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$394K Sell
9,780
-1,870
-16% -$72.4K ﹤0.01% 1729
2025
Q1 		$432K Buy
+11,650
New +$433K ﹤0.01% 1599

Other funds holding VEGI

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Avantax Advisory Services's VEGI Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI Agriculture Producers ETF (VEGI) stake by 16% in Q2 2025, selling an estimated $72.4K and leaving 9,780 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Avantax Advisory Services first reported a position in VEGI in Q1 2025 and has held it in 2 quarters since. The position peaked at $432K in Q1 2025. 51 funds tracked by Wall St. Rank hold VEGI as of Q2 2025.

  • Avantax Advisory Services held 9,780 shares of iShares MSCI Agriculture Producers ETF worth $394K as of Q2 2025.
  • Avantax Advisory Services sold 1,870 iShares MSCI Agriculture Producers ETF shares in Q2 2025, an estimated $72.4K.
  • iShares MSCI Agriculture Producers ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1729 holding.
  • Avantax Advisory Services first reported a position in iShares MSCI Agriculture Producers ETF in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's iShares MSCI Agriculture Producers ETF position peaked at $432K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.