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Almanack Investment Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

Almanack Investment Partners’s Portfolio IGRO Stock Details IGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,404
Closed -$527K – 646
2022
Q3 		$527K Buy
10,404
+6,270
+152% +$353K 0.1% 76
2022
Q2 		$237K Buy
+4,134
New +$252K 0.02% 375
2021
Q1 		– Sell
-5,387
Closed -$340K – 453
2020
Q4 		$340K Buy
+5,387
New +$316K 0.04% 273

Other funds holding IGRO

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Almanack Investment Partners's IGRO Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2022, closing a stake of 10,404 shares — an estimated $527K sold.

Almanack Investment Partners first reported a position in IGRO in Q4 2020 and held it in 3 quarters. The position peaked at $527K in Q3 2022. 123 funds tracked by Wall St. Rank hold IGRO as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares International Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 10,404 iShares International Dividend Growth ETF shares in Q4 2022, an estimated $527K.
  • Almanack Investment Partners first reported a position in iShares International Dividend Growth ETF in Q4 2020 and held it in 3 quarters.
  • Almanack Investment Partners's iShares International Dividend Growth ETF position peaked at $527K in Q3 2022.
  • 123 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.