CFO4Life’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CFO4Life’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$6.73M	Buy	232,918 +21,490	+10%	+$604K	5.56%	3
2016 Q3	$5.84M	Buy	211,428 +25,585	+14%	+$714K	5.06%	5
2016 Q2	$5.07M	Buy	185,843 +7,379	+4%	+$198K	4.34%	6
2016 Q1	$4.71M	Buy	+178,464	New	+$4.48M	4.22%	5

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CFO4Life's DGRO Position: Q4 2016 in Review

CFO4Life increased its iShares Core Dividend Growth ETF (DGRO) stake by 10% in Q4 2016, buying an estimated $604K and bringing the position to 232,918 shares worth $6.73M. The position accounts for 5.56% of the portfolio, ranked #3.

CFO4Life first reported a position in DGRO in Q1 2016 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold DGRO as of Q4 2016.

CFO4Life held 232,918 shares of iShares Core Dividend Growth ETF worth $6.73M as of Q4 2016.
CFO4Life bought 21,490 iShares Core Dividend Growth ETF shares in Q4 2016, an estimated $604K.
iShares Core Dividend Growth ETF made up 5.56% of CFO4Life's portfolio in Q4 2016, its #3 holding.
CFO4Life first reported a position in iShares Core Dividend Growth ETF in Q1 2016 and has held it in 4 quarters since.
96 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.