Better Money Decisions’s iShares International Dividend Growth ETF IGRO Stock Holding History

Better Money Decisions’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
2024 Q1	–	Sell	-6,053	Closed	-$391K	–	69
2023 Q4	$391K	Buy	6,053 +180	+3%	+$10.9K	0.32%	40
2023 Q3	$348K	Buy	5,873 +1,480	+34%	+$91.3K	0.31%	41
2023 Q2	$272K	Buy	4,393 +809	+23%	+$50.1K	0.22%	54
2023 Q1	$217K	Buy	+3,584	New	+$216K	0.18%	60
2022 Q3	–	Sell	-3,432	Closed	-$197K	–	225
2022 Q2	$197K	Hold	3,432	–	–	0.17%	59
2022 Q1	$224K	Hold	3,432	–	–	0.21%	56
2021 Q4	$233K	Buy	3,432 +2,737	+394%	+$183K	0.2%	58
2021 Q3	$45K	Buy	+695	New	+$46.9K	0.04%	169

Other funds holding IGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Better Money Decisions's IGRO Position: Q1 2024 in Review

Better Money Decisions sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2024, closing a stake of 6,053 shares — an estimated $391K sold.

Better Money Decisions first reported a position in IGRO in Q3 2021 and held it in 8 quarters. The position peaked at $391K in Q4 2023. 150 funds tracked by Wall St. Rank hold IGRO as of Q1 2024.

Better Money Decisions reported no remaining iShares International Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
Better Money Decisions sold 6,053 iShares International Dividend Growth ETF shares in Q1 2024, an estimated $391K.
Better Money Decisions first reported a position in iShares International Dividend Growth ETF in Q3 2021 and held it in 8 quarters.
Better Money Decisions's iShares International Dividend Growth ETF position peaked at $391K in Q4 2023.
150 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2024.

Based on Better Money Decisions's 13F filing for Q1 2024, filed 1 May 2024.