Jones Financial Companies’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Jones Financial Companies’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
2025 Q4	–	Sell	-750	Closed	-$29.6K	–	4605
2025 Q3	$29.6K	Hold	750	–	–	﹤0.01%	2596
2025 Q2	$30.3K	Buy	+750	New	+$29K	﹤0.01%	2420

Other funds holding VEGI

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RTL

Red Tortoise LLC Atlanta, Georgia $240M AUM 19.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Jones Financial Companies's VEGI Position: Q4 2025 in Review

Jones Financial Companies sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q4 2025, closing a stake of 750 shares — an estimated $29.6K sold.

Jones Financial Companies first reported a position in VEGI in Q2 2025 and held it in 2 quarters. The position peaked at $30.3K in Q2 2025. 49 funds tracked by Wall St. Rank hold VEGI as of Q4 2025.

Jones Financial Companies reported no remaining iShares MSCI Agriculture Producers ETF position as of Q4 2025 after selling out during the quarter.
Jones Financial Companies sold 750 iShares MSCI Agriculture Producers ETF shares in Q4 2025, an estimated $29.6K.
Jones Financial Companies first reported a position in iShares MSCI Agriculture Producers ETF in Q2 2025 and held it in 2 quarters.
Jones Financial Companies's iShares MSCI Agriculture Producers ETF position peaked at $30.3K in Q2 2025.
49 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.