IA
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IAM Advisory’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

IAM Advisory’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
Q4 		– Sell
-23,581
Closed -$898K – 104
2023
Q3 		$898K Sell
23,581
-317
-1% -$12.7K 0.31% 47
2023
Q2 		$944K Sell
23,898
-3,439
-13% -$137K 0.32% 44
2023
Q1 		$1.15M Sell
27,337
-3,957
-13% -$169K 0.4% 41
2022
Q4 		$1.34M Sell
31,294
-992
-3% -$42.8K 0.49% 30
2022
Q3 		$1.26M Buy
32,286
+25,507
+376% +$1.06M 0.53% 26
2022
Q2 		$266K Buy
+6,779
New +$304K 0.11% 69

Other funds holding VEGI

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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return