CLA (CliftonLarsonAllen) Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	-11,044	Closed	-$713K	–	184
2023 Q4	$713K	Sell	11,044 -84	-0.8%	-$5.08K	0.02%	153
2023 Q3	$660K	Sell	11,128 -679	-6%	-$41.9K	0.02%	144
2023 Q2	$732K	Sell	11,807 -1,294	-10%	-$80.1K	0.02%	141
2023 Q1	$794K	Sell	13,101 -5,670	-30%	-$341K	0.02%	149
2022 Q4	$1.08M	Sell	18,771 -8,440	-31%	-$464K	0.04%	130
2022 Q3	$1.38M	Sell	27,211 -8,148	-23%	-$458K	0.17%	48
2022 Q2	$2.03M	Sell	35,359 -4,621	-12%	-$282K	0.08%	100
2022 Q1	$2.61M	Buy	+39,980	New	+$2.64M	0.09%	89
2021 Q4	–	Sell	-7,898	Closed	-$516K	–	225
2021 Q3	$516K	Buy	7,898 +18	+0.2%	+$1.21K	0.02%	221
2021 Q2	$531K	Buy	+7,880	New	+$535K	0.02%	221

Other funds holding IGRO

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

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 $786B AUM 40.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IGRO Position: Q1 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2024, closing a stake of 11,044 shares — an estimated $713K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IGRO in Q2 2021 and held it in 10 quarters. The position peaked at $2.61M in Q1 2022. 150 funds tracked by Wall St. Rank hold IGRO as of Q1 2024.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares International Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,044 iShares International Dividend Growth ETF shares in Q1 2024, an estimated $713K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q2 2021 and held it in 10 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares International Dividend Growth ETF position peaked at $2.61M in Q1 2022.
150 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.