WR Wealth Planners’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

WR Wealth Planners’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 Q4	$921	Hold	26	–	–	﹤0.01%	938
2024 Q3	$989	Hold	26	–	–	﹤0.01%	974
2024 Q2	$930	Hold	26	–	–	﹤0.01%	963
2024 Q1	$1K	Buy	+26	New	+$955	﹤0.01%	969
2023 Q4	–	Sell	-26	Closed	-$990	–	832
2023 Q3	$990	Hold	26	–	–	﹤0.01%	834
2023 Q2	$1.03K	Hold	26	–	–	﹤0.01%	824
2023 Q1	$1.09K	Hold	26	–	–	﹤0.01%	831
2022 Q4	$1.11K	Sell	26 -24	-48%	-$1.03K	﹤0.01%	426
2022 Q3	$1.96K	Hold	50	–	–	﹤0.01%	391
2022 Q2	$1.96K	Hold	50	–	–	﹤0.01%	418
2022 Q1	$2.38K	Buy	+50	New	+$2.17K	﹤0.01%	417

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

OCBCO

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

WR Wealth Planners's VEGI Position: Q4 2024 in Review

WR Wealth Planners held its iShares MSCI Agriculture Producers ETF (VEGI) position steady in Q4 2024 at 26 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #938.

WR Wealth Planners first reported a position in VEGI in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.38K in Q1 2022. 48 funds tracked by Wall St. Rank hold VEGI as of Q4 2024.

WR Wealth Planners held 26 shares of iShares MSCI Agriculture Producers ETF worth $921 as of Q4 2024.
WR Wealth Planners left its iShares MSCI Agriculture Producers ETF share count unchanged in Q4 2024.
iShares MSCI Agriculture Producers ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #938 holding.
WR Wealth Planners first reported a position in iShares MSCI Agriculture Producers ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares MSCI Agriculture Producers ETF position peaked at $2.38K in Q1 2022.
48 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.