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

Northwestern Mutual 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
2024 Q1	–	Sell	-401	Closed	-$15.3K	–	3823
2023 Q4	$15.3K	Buy	+401	New	+$14.9K	﹤0.01%	2489
2023 Q3	–	Sell	-1,026	Closed	-$40.5K	–	3544
2023 Q2	$40.5K	Sell	1,026 -1,012	-50%	-$40.3K	﹤0.01%	2059
2023 Q1	$85.7K	Buy	2,038 +80	+4%	+$3.42K	﹤0.01%	1741
2022 Q4	$83.9K	Buy	1,958 +1,211	+162%	+$52.2K	﹤0.01%	1730
2022 Q3	$29K	Hold	747	–	–	﹤0.01%	2076
2022 Q2	$29K	Buy	+747	New	+$33.5K	﹤0.01%	2102

Other funds holding VEGI

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management's VEGI Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q1 2024, closing a stake of 401 shares — an estimated $15.3K sold.

Northwestern Mutual Wealth Management first reported a position in VEGI in Q2 2022 and held it in 6 quarters. The position peaked at $85.7K in Q1 2023. 58 funds tracked by Wall St. Rank hold VEGI as of Q1 2024.

Northwestern Mutual Wealth Management reported no remaining iShares MSCI Agriculture Producers ETF position as of Q1 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 401 iShares MSCI Agriculture Producers ETF shares in Q1 2024, an estimated $15.3K.
Northwestern Mutual Wealth Management first reported a position in iShares MSCI Agriculture Producers ETF in Q2 2022 and held it in 6 quarters.
Northwestern Mutual Wealth Management's iShares MSCI Agriculture Producers ETF position peaked at $85.7K in Q1 2023.
58 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.