EWF
DGRO icon

Epstein & White Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Epstein & White Financial’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
2019
Q2 		– Sell
-5,606
Closed -$204K – 82
2019
Q1 		$204K Sell
5,606
-2,192
-28% -$78K 0.12% 82
2018
Q4 		$257K Sell
7,798
-1,443
-16% -$50.7K 0.16% 60
2018
Q3 		$342K Sell
9,241
-391
-4% -$14.2K 0.22% 50
2018
Q2 		$329K Sell
9,632
-6,113
-39% -$210K 0.24% 67
2018
Q1 		$533K Sell
15,745
-120,099
-88% -$4.24M 0.34% 49
2017
Q4 		$4.89M Buy
+135,844
New +$4.58M 2.83% 8

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return