EFG Asset Management (Americas)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

EFG Asset Management (Americas)’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
2025 Q3	$826K	Buy	12,126 +89	+0.7%	+$5.88K	0.14%	124
2025 Q2	$770K	Buy	12,037 +620	+5%	+$37.8K	0.14%	123
2025 Q1	$705K	Buy	11,417 +2,034	+22%	+$127K	0.14%	124
2024 Q4	$576K	Sell	9,383 -182	-2%	-$11.5K	0.11%	111
2024 Q3	$600K	Sell	9,565 -12,892	-57%	-$777K	0.12%	112
2024 Q2	$1.29M	Buy	22,457 +17,662	+368%	+$1.01M	0.25%	99
2024 Q1	$278K	Sell	4,795 -13,578	-74%	-$754K	0.08%	115
2023 Q4	$989K	Buy	+18,373	New	+$932K	0.21%	101

Other funds holding DGRO

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

EFG Asset Management (Americas)'s DGRO Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.74% in Q3 2025, buying an estimated $5.88K and bringing the position to 12,126 shares worth $826K. The position accounts for 0.14% of the portfolio, ranked #124.

EFG Asset Management (Americas) first reported a position in DGRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2024. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

EFG Asset Management (Americas) held 12,126 shares of iShares Core Dividend Growth ETF worth $826K as of Q3 2025.
EFG Asset Management (Americas) bought 89 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $5.88K.
iShares Core Dividend Growth ETF made up 0.14% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #124 holding.
EFG Asset Management (Americas) first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 8 quarters since.
EFG Asset Management (Americas)'s iShares Core Dividend Growth ETF position peaked at $1.29M in Q2 2024.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.