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Contravisory Investment Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Contravisory Investment 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
Q4 		– Sell
-10
Closed -$593 – 392
2023
Q3 		$593 Buy
+10
New +$617 ﹤0.01% 312

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Contravisory Investment Management's IGRO Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2023, closing a stake of 10 shares — an estimated $593 sold.

Contravisory Investment Management first reported a position in IGRO in Q3 2023 and held it in 1 quarter. The position peaked at $593 in Q3 2023. 152 funds tracked by Wall St. Rank hold IGRO as of Q4 2023.

  • Contravisory Investment Management reported no remaining iShares International Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 10 iShares International Dividend Growth ETF shares in Q4 2023, an estimated $593.
  • Contravisory Investment Management first reported a position in iShares International Dividend Growth ETF in Q3 2023 and held it in 1 quarter.
  • Contravisory Investment Management's iShares International Dividend Growth ETF position peaked at $593 in Q3 2023.
  • 152 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.