Avantra Family Wealth’s iShares International Dividend Growth ETF IGRO Stock Holding History

Avantra Family Wealth’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
2025 Q4	–	Sell	-3,845	Closed	-$306K	–	160
2025 Q3	$306K	Sell	3,845 -1,868	-33%	-$147K	0.23%	121
2025 Q2	$451K	Buy	5,713 +94	+2%	+$7.11K	0.37%	78
2025 Q1	$407K	Buy	5,619 +395	+8%	+$28K	0.39%	91
2024 Q4	$355K	Buy	+5,224	New	+$372K	0.33%	109

Other funds holding IGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Avantra Family Wealth's IGRO Position: Q4 2025 in Review

Avantra Family Wealth sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2025, closing a stake of 3,845 shares — an estimated $306K sold.

Avantra Family Wealth first reported a position in IGRO in Q4 2024 and held it in 4 quarters. The position peaked at $451K in Q2 2025. 206 funds tracked by Wall St. Rank hold IGRO as of Q4 2025.

Avantra Family Wealth reported no remaining iShares International Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Avantra Family Wealth sold 3,845 iShares International Dividend Growth ETF shares in Q4 2025, an estimated $306K.
Avantra Family Wealth first reported a position in iShares International Dividend Growth ETF in Q4 2024 and held it in 4 quarters.
Avantra Family Wealth's iShares International Dividend Growth ETF position peaked at $451K in Q2 2025.
206 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2025.

Based on Avantra Family Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.