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Clear Point Advisors’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-104
Closed -$3.94K – 509
2024
Q3 		$3.94K Hold
104
– – ﹤0.01% 405
2024
Q2 		$3.71K Buy
104
+1
+1% +$37 ﹤0.01% 407
2024
Q1 		$3.95K Hold
103
– – ﹤0.01% 399
2023
Q4 		$3.92K Buy
+103
New +$3.81K ﹤0.01% 384

Other funds holding VEGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Clear Point Advisors's VEGI Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q4 2024, closing a stake of 104 shares — an estimated $3.94K sold.

Clear Point Advisors first reported a position in VEGI in Q4 2023 and held it in 4 quarters. The position peaked at $3.95K in Q1 2024. 48 funds tracked by Wall St. Rank hold VEGI as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares MSCI Agriculture Producers ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 104 iShares MSCI Agriculture Producers ETF shares in Q4 2024, an estimated $3.94K.
  • Clear Point Advisors first reported a position in iShares MSCI Agriculture Producers ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares MSCI Agriculture Producers ETF position peaked at $3.95K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.