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Belpointe Asset Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-260
Closed -$15.8K – 1875
2023
Q1 		$15.8K Sell
260
-55
-17% -$3.31K ﹤0.01% 2450
2022
Q4 		$18.2K Buy
+315
New +$17.3K ﹤0.01% 2253

Other funds holding IGRO

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Belpointe Asset Management's IGRO Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2023, closing a stake of 260 shares — an estimated $15.8K sold.

Belpointe Asset Management first reported a position in IGRO in Q4 2022 and held it in 2 quarters. The position peaked at $18.2K in Q4 2022. 141 funds tracked by Wall St. Rank hold IGRO as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares International Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 260 iShares International Dividend Growth ETF shares in Q2 2023, an estimated $15.8K.
  • Belpointe Asset Management first reported a position in iShares International Dividend Growth ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares International Dividend Growth ETF position peaked at $18.2K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.