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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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.