AWA
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Arete Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		– Sell
-8,854
Closed -$733K – 501
2025
Q4 		$733K Hold
8,854
– – 0.04% 345
2025
Q3 		$705K Buy
8,854
+1,496
+20% +$118K 0.04% 356
2025
Q2 		$580K Buy
7,358
+378
+5% +$28.6K 0.04% 371
2025
Q1 		$506K Hold
6,980
– – 0.04% 390
2024
Q4 		$474K Buy
6,980
+297
+4% +$21.2K 0.03% 426
2024
Q3 		$496K Hold
6,683
– – 0.04% 378
2024
Q2 		$450K Buy
+6,683
New +$447K 0.04% 417
2024
Q1 		– Sell
-7,319
Closed -$473K – 527
2023
Q4 		$473K Buy
+7,319
New +$443K 0.04% 414

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return