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Beacon Financial Advisory’s iShares International Dividend Growth ETF IGRO Stock Holding History

Beacon Financial Advisory’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
Q2 		$876K Sell
9,963
-21
-0.2% -$1.84K 0.17% 159
2026
Q1 		$836K Sell
9,984
-1,774
-15% -$152K 0.19% 151
2025
Q4 		$973K Buy
11,758
+333
+3% +$26.9K 0.23% 117
2025
Q3 		$910K Buy
11,425
+511
+5% +$40.2K 0.21% 132
2025
Q2 		$861K Buy
10,914
+223
+2% +$16.9K 0.22% 126
2025
Q1 		$774K Buy
10,691
+1,310
+14% +$92.7K 0.23% 118
2024
Q4 		$638K Sell
9,381
-425
-4% -$30.3K 0.21% 134
2024
Q3 		$731K Buy
9,806
+734
+8% +$52K 0.25% 119
2024
Q2 		$611K Buy
9,072
+1,549
+21% +$104K 0.23% 128
2024
Q1 		$507K Sell
7,523
-16,427
-69% -$1.08M 0.25% 120
2023
Q4 		$1.55M Buy
23,950
+1,586
+7% +$96K 0.75% 28
2023
Q3 		$1.33M Buy
22,364
+215
+1% +$13.3K 0.73% 31
2023
Q2 		$1.37M Buy
22,149
+2,251
+11% +$139K 0.79% 28
2023
Q1 		$1.21M Buy
19,898
+2,400
+14% +$144K 0.77% 26
2022
Q4 		$1.01M Sell
17,498
-518
-3% -$28.5K 0.72% 39
2022
Q3 		$912K Buy
18,016
+211
+1% +$11.9K 0.65% 46
2022
Q2 		$1.02M Buy
17,805
+315
+2% +$19.2K 0.58% 48
2022
Q1 		$1.14M Buy
17,490
+2,340
+15% +$155K 0.55% 52
2021
Q4 		$1.03M Buy
15,150
+225
+2% +$15K 0.47% 63
2021
Q3 		$974K Buy
14,925
+123
+0.8% +$8.3K 0.51% 61
2021
Q2 		$998K Buy
14,802
+339
+2% +$23K 0.54% 55
2021
Q1 		$938K Sell
14,463
-326
-2% -$21K 0.54% 60
2020
Q4 		$933K Buy
14,789
+210
+1% +$12.3K 0.61% 49
2020
Q3 		$796K Buy
14,579
+286
+2% +$15.7K 0.69% 39
2020
Q2 		$734K Buy
14,293
+15
+0.1% +$735 0.8% 35
2020
Q1 		$644K Buy
14,278
+547
+4% +$30.1K 0.82% 35
2019
Q4 		$828K Buy
+13,731
New +$795K 0.71% 39

Other funds holding IGRO

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beacon Financial Advisory's IGRO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares International Dividend Growth ETF (IGRO) stake by 0.21% in Q2 2026, selling an estimated $1.84K and leaving 9,963 shares worth $876K. The position accounts for 0.17% of the portfolio, ranked #159.

Beacon Financial Advisory first reported a position in IGRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q4 2023. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Beacon Financial Advisory held 9,963 shares of iShares International Dividend Growth ETF worth $876K as of Q2 2026.
  • Beacon Financial Advisory sold 21 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $1.84K.
  • iShares International Dividend Growth ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #159 holding.
  • Beacon Financial Advisory first reported a position in iShares International Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's iShares International Dividend Growth ETF position peaked at $1.55M in Q4 2023.
  • 224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.