Credit Suisse’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Credit Suisse’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
2021 Q3	–	Sell	-4,480	Closed	-$226K	–	4419
2021 Q2	$226K	Buy	+4,480	New	+$225K	﹤0.01%	4238
2017 Q2	–	Sell	-14,380	Closed	-$438K	–	3849
2017 Q1	$438K	Buy	+14,380	New	+$431K	﹤0.01%	3366
2015 Q1	–	Sell	-14,579	Closed	-$387K	–	4391
2014 Q4	$387K	Buy	14,579 +2,466	+20%	+$63.4K	﹤0.01%	3893
2014 Q3	$303K	Buy	+12,113	New	+$304K	﹤0.01%	3932

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

Credit Suisse's DGRO Position: Q3 2021 in Review

Credit Suisse sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2021, closing a stake of 4,480 shares — an estimated $226K sold.

Credit Suisse first reported a position in DGRO in Q3 2014 and held it in 4 quarters. The position peaked at $438K in Q1 2017. 663 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

Credit Suisse reported no remaining iShares Core Dividend Growth ETF position as of Q3 2021 after selling out during the quarter.
Credit Suisse sold 4,480 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $226K.
Credit Suisse first reported a position in iShares Core Dividend Growth ETF in Q3 2014 and held it in 4 quarters.
Credit Suisse's iShares Core Dividend Growth ETF position peaked at $438K in Q1 2017.
663 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on Credit Suisse's 13F filing for Q3 2021, filed 12 Nov 2021.