Sowa Financial Group’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Sowa Financial Group’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
2021 Q4	–	Sell	-39,902	Closed	-$1.55M	–	73
2021 Q3	$1.55M	Sell	39,902 -471	-1%	-$18.5K	1.01%	23
2021 Q2	$1.6M	Sell	40,373 -1,435	-3%	-$58.6K	1.18%	20
2021 Q1	$1.67M	Sell	41,808 -543	-1%	-$20.7K	1.18%	20
2020 Q4	$1.45M	Sell	42,351 -634	-1%	-$20K	0.97%	21
2020 Q3	$1.24M	Sell	42,985 -795	-2%	-$21.9K	0.89%	25
2020 Q2	$1.09M	Hold	43,780	–	–	0.82%	27
2020 Q1	$964K	Buy	43,780 +107	+0.2%	+$2.77K	0.85%	26
2019 Q4	$1.26M	Buy	+43,673	New	+$1.22M	1.03%	23

Other funds holding VEGI

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

RJFSA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Sowa Financial Group's VEGI Position: Q4 2021 in Review

Sowa Financial Group sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q4 2021, closing a stake of 39,902 shares — an estimated $1.55M sold.

Sowa Financial Group first reported a position in VEGI in Q4 2019 and held it in 8 quarters. The position peaked at $1.67M in Q1 2021. 37 funds tracked by Wall St. Rank hold VEGI as of Q4 2021.

Sowa Financial Group reported no remaining iShares MSCI Agriculture Producers ETF position as of Q4 2021 after selling out during the quarter.
Sowa Financial Group sold 39,902 iShares MSCI Agriculture Producers ETF shares in Q4 2021, an estimated $1.55M.
Sowa Financial Group first reported a position in iShares MSCI Agriculture Producers ETF in Q4 2019 and held it in 8 quarters.
Sowa Financial Group's iShares MSCI Agriculture Producers ETF position peaked at $1.67M in Q1 2021.
37 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q4 2021.

Based on Sowa Financial Group's 13F filing for Q4 2021, filed 27 Jan 2022.