Financial Life Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Financial Life 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
2024 Q3	–	Sell	-7,126	Closed	-$480K	–	51
2024 Q2	$480K	Sell	7,126 -4,056	-36%	-$272K	0.2%	34
2024 Q1	$753K	Sell	11,182 -11,395	-50%	-$746K	0.32%	29
2023 Q4	$1.46M	Sell	22,577 -1,917	-8%	-$116K	0.63%	27
2023 Q3	$1.45M	Buy	24,494 +264	+1%	+$16.3K	0.63%	25
2023 Q2	$1.5M	Sell	24,230 -866	-3%	-$53.6K	0.63%	26
2023 Q1	$1.52M	Sell	25,096 -371	-1%	-$22.3K	0.65%	32
2022 Q4	$1.47M	Buy	25,467 +6,805	+36%	+$374K	0.68%	34
2022 Q3	$945K	Buy	+18,662	New	+$1.05M	0.47%	29

Other funds holding IGRO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VAS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Financial Life Advisors's IGRO Position: Q3 2024 in Review

Financial Life Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2024, closing a stake of 7,126 shares — an estimated $480K sold.

Financial Life Advisors first reported a position in IGRO in Q3 2022 and held it in 8 quarters. The position peaked at $1.52M in Q1 2023. 180 funds tracked by Wall St. Rank hold IGRO as of Q3 2024.

Financial Life Advisors reported no remaining iShares International Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
Financial Life Advisors sold 7,126 iShares International Dividend Growth ETF shares in Q3 2024, an estimated $480K.
Financial Life Advisors first reported a position in iShares International Dividend Growth ETF in Q3 2022 and held it in 8 quarters.
Financial Life Advisors's iShares International Dividend Growth ETF position peaked at $1.52M in Q1 2023.
180 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2024.

Based on Financial Life Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.