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Belpointe Asset Management’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Belpointe Asset Management’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
2023
Q1 		– Sell
-8
Closed -$343 – 3860
2022
Q4 		$343 Buy
+8
New +$345 ﹤0.01% 3583
2022
Q2 		– Sell
-2,615
Closed -$124K – 1276
2022
Q1 		$124K Buy
+2,615
New +$113K 0.01% 1123

Other funds holding VEGI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Belpointe Asset Management's VEGI Position: Q1 2023 in Review

Belpointe Asset Management sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q1 2023, closing a stake of 8 shares — an estimated $343 sold.

Belpointe Asset Management first reported a position in VEGI in Q1 2022 and held it in 2 quarters. The position peaked at $124K in Q1 2022. 74 funds tracked by Wall St. Rank hold VEGI as of Q1 2023.

  • Belpointe Asset Management reported no remaining iShares MSCI Agriculture Producers ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 8 iShares MSCI Agriculture Producers ETF shares in Q1 2023, an estimated $343.
  • Belpointe Asset Management first reported a position in iShares MSCI Agriculture Producers ETF in Q1 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares MSCI Agriculture Producers ETF position peaked at $124K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.