EisnerAmper Wealth Management Corporate Benefits’s iShares Core Dividend Growth ETF DGRO Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2018 Q3	–	Sell	-15,645	Closed	-$536K	–	38
2018 Q2	$536K	Buy	+15,645	New	+$539K	0.44%	26
2018 Q1	–	Sell	-118,552	Closed	-$4.12M	–	34
2017 Q4	$4.12M	Buy	+118,552	New	+$4M	3.35%	10

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EisnerAmper Wealth Management Corporate Benefits's DGRO Position: Q3 2018 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2018, closing a stake of 15,645 shares — an estimated $536K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in DGRO in Q4 2017 and held it in 2 quarters. The position peaked at $4.12M in Q4 2017. 213 funds tracked by Wall St. Rank hold DGRO as of Q3 2018.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares Core Dividend Growth ETF position as of Q3 2018 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 15,645 iShares Core Dividend Growth ETF shares in Q3 2018, an estimated $536K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 2 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares Core Dividend Growth ETF position peaked at $4.12M in Q4 2017.
213 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2018.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2018, filed 2 Oct 2018.