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

Selective 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
2022
Q4 		– Sell
-600
Closed -$23K – 696
2022
Q3 		$23K Buy
+600
New +$24.9K 0.01% 408

Other funds holding VEGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Selective Wealth Management's VEGI Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q4 2022, closing a stake of 600 shares — an estimated $23K sold.

Selective Wealth Management first reported a position in VEGI in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 80 funds tracked by Wall St. Rank hold VEGI as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares MSCI Agriculture Producers ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 iShares MSCI Agriculture Producers ETF shares in Q4 2022, an estimated $23K.
  • Selective Wealth Management first reported a position in iShares MSCI Agriculture Producers ETF in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's iShares MSCI Agriculture Producers ETF position peaked at $23K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.