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EP Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

EP 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
2025
Q2 		$1.4M Hold
17,766
– – 0.01% 491
2025
Q1 		$1.29M Hold
17,766
– – 0.01% 442
2024
Q4 		$1.21M Buy
+17,766
New +$1.27M 0.01% 447

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

EP Wealth Advisors's IGRO Position: Q2 2025 in Review

EP Wealth Advisors held its iShares International Dividend Growth ETF (IGRO) position steady in Q2 2025 at 17,766 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #491.

EP Wealth Advisors first reported a position in IGRO in Q4 2024 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold IGRO as of Q2 2025.

  • EP Wealth Advisors held 17,766 shares of iShares International Dividend Growth ETF worth $1.4M as of Q2 2025.
  • EP Wealth Advisors left its iShares International Dividend Growth ETF share count unchanged in Q2 2025.
  • iShares International Dividend Growth ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #491 holding.
  • EP Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.