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Fiduciary Alliance’s iShares International Dividend Growth ETF IGRO Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-52
Closed -$3.23K – 522
2023
Q2 		$3.23K Buy
+52
New +$3.22K ﹤0.01% 748
2023
Q1 		– Sell
-37
Closed -$2.13K – 465
2022
Q4 		$2.13K Buy
+37
New +$2.03K ﹤0.01% 684

Other funds holding IGRO

Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Alliance's IGRO Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2023, closing a stake of 52 shares — an estimated $3.23K sold.

Fiduciary Alliance first reported a position in IGRO in Q4 2022 and held it in 2 quarters. The position peaked at $3.23K in Q2 2023. 142 funds tracked by Wall St. Rank hold IGRO as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares International Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 52 iShares International Dividend Growth ETF shares in Q3 2023, an estimated $3.23K.
  • Fiduciary Alliance first reported a position in iShares International Dividend Growth ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares International Dividend Growth ETF position peaked at $3.23K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.