Darwin Wealth Management’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Darwin Wealth 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
2020 Q2	–	Sell	-3,000	Closed	-$66K	–	756
2020 Q1	$66K	Buy	+3,000	New	+$77.7K	0.02%	205
2018 Q3	–	Sell	-10,135	Closed	-$291K	–	128
2018 Q2	$291K	Buy	+10,135	New	+$295K	0.19%	99

Other funds holding VEGI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Darwin Wealth Management's VEGI Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q2 2020, closing a stake of 3,000 shares — an estimated $66K sold.

Darwin Wealth Management first reported a position in VEGI in Q2 2018 and held it in 2 quarters. The position peaked at $291K in Q2 2018. 19 funds tracked by Wall St. Rank hold VEGI as of Q2 2020.

Darwin Wealth Management reported no remaining iShares MSCI Agriculture Producers ETF position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 3,000 iShares MSCI Agriculture Producers ETF shares in Q2 2020, an estimated $66K.
Darwin Wealth Management first reported a position in iShares MSCI Agriculture Producers ETF in Q2 2018 and held it in 2 quarters.
Darwin Wealth Management's iShares MSCI Agriculture Producers ETF position peaked at $291K in Q2 2018.
19 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.