Cedar Brook Financial Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-5,832	Closed	-$393K	–	200
2024 Q1	$393K	Buy	5,832 +16	+0.3%	+$1.05K	0.08%	254
2023 Q4	$374K	Buy	5,816 +54	+0.9%	+$3.27K	0.08%	238
2023 Q3	$342K	Sell	5,762 -104	-2%	-$6.42K	0.09%	227
2023 Q2	$364K	Buy	5,866 +55	+0.9%	+$3.4K	0.09%	240
2023 Q1	$352K	Buy	5,811 +73	+1%	+$4.39K	0.09%	240
2022 Q4	$331K	Buy	+5,738	New	+$315K	0.09%	246

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 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

Cedar Brook Financial Partners's IGRO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2024, closing a stake of 5,832 shares — an estimated $393K sold.

Cedar Brook Financial Partners first reported a position in IGRO in Q4 2022 and held it in 6 quarters. The position peaked at $393K in Q1 2024. 167 funds tracked by Wall St. Rank hold IGRO as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares International Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,832 iShares International Dividend Growth ETF shares in Q2 2024, an estimated $393K.
Cedar Brook Financial Partners first reported a position in iShares International Dividend Growth ETF in Q4 2022 and held it in 6 quarters.
Cedar Brook Financial Partners's iShares International Dividend Growth ETF position peaked at $393K in Q1 2024.
167 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.