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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-456
Closed -$19.6K – 337
2022
Q4 		$19.6K Buy
+456
New +$19.7K 0.02% 194

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 $445B AUM 25.58% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VEGI Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q1 2023, closing a stake of 456 shares — an estimated $19.6K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VEGI in Q4 2022 and held it in 1 quarter. The position peaked at $19.6K in Q4 2022. 74 funds tracked by Wall St. Rank hold VEGI as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares MSCI Agriculture Producers ETF position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 456 iShares MSCI Agriculture Producers ETF shares in Q1 2023, an estimated $19.6K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI Agriculture Producers ETF in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares MSCI Agriculture Producers ETF position peaked at $19.6K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.