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Certified Advisory Corp’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-2,827
Closed -$113K – 718
2021
Q1 		$113K Buy
+2,827
New +$108K 0.03% 241

Other funds holding VEGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Certified Advisory Corp's VEGI Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q2 2021, closing a stake of 2,827 shares — an estimated $113K sold.

Certified Advisory Corp first reported a position in VEGI in Q1 2021 and held it in 1 quarter. The position peaked at $113K in Q1 2021. 32 funds tracked by Wall St. Rank hold VEGI as of Q2 2021.

  • Certified Advisory Corp reported no remaining iShares MSCI Agriculture Producers ETF position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 2,827 iShares MSCI Agriculture Producers ETF shares in Q2 2021, an estimated $113K.
  • Certified Advisory Corp first reported a position in iShares MSCI Agriculture Producers ETF in Q1 2021 and held it in 1 quarter.
  • Certified Advisory Corp's iShares MSCI Agriculture Producers ETF position peaked at $113K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.