Sowell Financial Services’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Sowell Financial 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	-11,356	Closed	-$487K	–	841
2022 Q4	$487K	Sell	11,356 -529	-4%	-$22.8K	0.03%	433
2022 Q3	$465K	Buy	+11,885	New	+$493K	0.05%	326
2022 Q2	–	Sell	-12,168	Closed	-$523K	–	335
2022 Q1	$523K	Buy	+12,168	New	+$527K	0.09%	132
2019 Q4	–	Sell	-58	Closed	-$2K	–	2664
2019 Q3	$2K	Buy	+58	New	+$1.59K	﹤0.01%	2146

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

Sowell Financial Services's VEGI Position: Q1 2023 in Review

Sowell Financial Services sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q1 2023, closing a stake of 11,356 shares — an estimated $487K sold.

Sowell Financial Services first reported a position in VEGI in Q3 2019 and held it in 4 quarters. The position peaked at $523K in Q1 2022. 74 funds tracked by Wall St. Rank hold VEGI as of Q1 2023.

Sowell Financial Services reported no remaining iShares MSCI Agriculture Producers ETF position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 11,356 iShares MSCI Agriculture Producers ETF shares in Q1 2023, an estimated $487K.
Sowell Financial Services first reported a position in iShares MSCI Agriculture Producers ETF in Q3 2019 and held it in 4 quarters.
Sowell Financial Services's iShares MSCI Agriculture Producers ETF position peaked at $523K in Q1 2022.
74 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.