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

Beacon Financial Group’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	-35,205	Closed	-$2.8M	–	354
2025 Q3	$2.8M	Sell	35,205 -1,953	-5%	-$154K	0.28%	89
2025 Q2	$2.93M	Sell	37,158 -19,895	-35%	-$1.51M	0.31%	87
2025 Q1	$4.13M	Sell	57,053 -4,843	-8%	-$343K	0.45%	58
2024 Q4	$4.21M	Sell	61,896 -2,642	-4%	-$188K	0.45%	57
2024 Q3	$4.81M	Buy	64,538 +5,391	+9%	+$382K	0.52%	56
2024 Q2	$3.99M	Sell	59,147 -14,448	-20%	-$967K	0.45%	61
2024 Q1	$4.96M	Buy	73,595 +1,001	+1%	+$65.5K	0.57%	45
2023 Q4	$4.69M	Buy	72,594 +5,903	+9%	+$357K	0.57%	46
2023 Q3	$4.1M	Buy	+66,691	New	+$4.12M	0.58%	55

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

Beacon Financial Group's IGRO Position: Q4 2025 in Review

Beacon Financial Group sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2025, closing a stake of 35,205 shares — an estimated $2.8M sold.

Beacon Financial Group first reported a position in IGRO in Q3 2023 and held it in 9 quarters. The position peaked at $4.96M in Q1 2024. 206 funds tracked by Wall St. Rank hold IGRO as of Q4 2025.

Beacon Financial Group reported no remaining iShares International Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Beacon Financial Group sold 35,205 iShares International Dividend Growth ETF shares in Q4 2025, an estimated $2.8M.
Beacon Financial Group first reported a position in iShares International Dividend Growth ETF in Q3 2023 and held it in 9 quarters.
Beacon Financial Group's iShares International Dividend Growth ETF position peaked at $4.96M in Q1 2024.
206 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.