Sage Advisory Services’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Sage Advisory Services’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	-4,670	Closed	-$200K	–	50
2022 Q4	$200K	Buy	+4,670	New	+$201K	0.06%	47

Other funds holding VEGI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Sage Advisory Services's VEGI Position: Q1 2023 in Review

Sage Advisory Services sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q1 2023, closing a stake of 4,670 shares — an estimated $200K sold.

Sage Advisory Services first reported a position in VEGI in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 74 funds tracked by Wall St. Rank hold VEGI as of Q1 2023.

Sage Advisory Services reported no remaining iShares MSCI Agriculture Producers ETF position as of Q1 2023 after selling out during the quarter.
Sage Advisory Services sold 4,670 iShares MSCI Agriculture Producers ETF shares in Q1 2023, an estimated $200K.
Sage Advisory Services first reported a position in iShares MSCI Agriculture Producers ETF in Q4 2022 and held it in 1 quarter.
Sage Advisory Services's iShares MSCI Agriculture Producers ETF position peaked at $200K in Q4 2022.
74 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q1 2023.

Based on Sage Advisory Services's 13F filing for Q1 2023, filed 4 May 2023.