Carson Wealth (CWM LLC)’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$15.8K	Buy	350 +100	+40%	+$4.39K	﹤0.01%	4554
2025 Q4	$10K	Hold	250	–	–	﹤0.01%	4568
2025 Q3	$10K	Hold	250	–	–	﹤0.01%	4499
2025 Q2	$10K	Hold	250	–	–	﹤0.01%	4318
2025 Q1	$9K	Hold	250	–	–	﹤0.01%	4185
2024 Q4	$9K	Hold	250	–	–	﹤0.01%	3957
2024 Q3	$10K	Hold	250	–	–	﹤0.01%	3806
2024 Q2	$9K	Hold	250	–	–	﹤0.01%	3636
2024 Q1	$10K	Hold	250	–	–	﹤0.01%	3366
2023 Q4	$10K	Sell	250 -85	-25%	-$3.15K	﹤0.01%	3207
2023 Q3	$13K	Hold	335	–	–	﹤0.01%	3010
2023 Q2	$13K	Hold	335	–	–	﹤0.01%	2946
2023 Q1	$14K	Hold	335	–	–	﹤0.01%	2766
2022 Q4	$14K	Hold	335	–	–	﹤0.01%	2627
2022 Q3	$13K	Buy	335 +250	+294%	+$10.4K	﹤0.01%	2533
2022 Q2	$3K	Hold	85	–	–	﹤0.01%	3252
2022 Q1	$4K	Hold	85	–	–	﹤0.01%	2973
2021 Q4	$3K	Buy	+85	New	+$3.44K	﹤0.01%	3046
2021 Q2	$3K	Hold	85	–	–	﹤0.01%	2573
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	2571
2020 Q4	$3K	Hold	85	–	–	﹤0.01%	2571
2020 Q3	$3K	Hold	85	–	–	﹤0.01%	2570
2020 Q2	$3K	Hold	85	–	–	﹤0.01%	2569
2020 Q1	$3K	Hold	85	–	–	﹤0.01%	2567
2019 Q4	$3K	Hold	85	–	–	﹤0.01%	2566
2019 Q3	$3K	Hold	85	–	–	﹤0.01%	2566
2019 Q2	$3K	Hold	85	–	–	﹤0.01%	2566
2019 Q1	$3K	Buy	+85	New	+$2.37K	﹤0.01%	2565

Other funds holding VEGI

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VEGI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares MSCI Agriculture Producers ETF (VEGI) stake by 40% in Q1 2026, buying an estimated $4.39K and bringing the position to 350 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4554.

Carson Wealth (CWM LLC) first reported a position in VEGI in Q1 2019 and has held it in 28 quarters since. 66 funds tracked by Wall St. Rank hold VEGI as of Q1 2026.

Carson Wealth (CWM LLC) held 350 shares of iShares MSCI Agriculture Producers ETF worth $15.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 100 iShares MSCI Agriculture Producers ETF shares in Q1 2026, an estimated $4.39K.
iShares MSCI Agriculture Producers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4554 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI Agriculture Producers ETF in Q1 2019 and has held it in 28 quarters since.
66 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.