FinTrust Capital Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

FinTrust Capital 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
2022 Q4	–	Sell	-539	Closed	-$28K	–	1234
2022 Q3	$28K	Hold	539	–	–	0.01%	641
2022 Q2	$31K	Hold	539	–	–	0.01%	619
2022 Q1	$35K	Sell	539 -892	-62%	-$58.9K	0.01%	630
2021 Q4	$97K	Buy	1,431 +539	+60%	+$36K	0.02%	427
2021 Q3	$58K	Hold	892	–	–	0.02%	529
2021 Q2	$60K	Hold	892	–	–	0.02%	528
2021 Q1	$58K	Hold	892	–	–	0.02%	518
2020 Q4	$56K	Sell	892 -143	-14%	-$8.4K	0.02%	482
2020 Q3	$57K	Hold	1,035	–	–	0.01%	463
2020 Q2	$53K	Hold	1,035	–	–	0.02%	473
2020 Q1	$47K	Buy	1,035 +95	+10%	+$5.22K	0.02%	445
2019 Q4	$57K	Hold	940	–	–	0.02%	415
2019 Q3	$52K	Hold	940	–	–	0.02%	441
2019 Q2	$53K	Buy	+940	New	+$51.4K	0.02%	399

Other funds holding IGRO

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

FinTrust Capital Advisors's IGRO Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2022, closing a stake of 539 shares — an estimated $28K sold.

FinTrust Capital Advisors first reported a position in IGRO in Q2 2019 and held it in 14 quarters. The position peaked at $97K in Q4 2021. 123 funds tracked by Wall St. Rank hold IGRO as of Q4 2022.

FinTrust Capital Advisors reported no remaining iShares International Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 539 iShares International Dividend Growth ETF shares in Q4 2022, an estimated $28K.
FinTrust Capital Advisors first reported a position in iShares International Dividend Growth ETF in Q2 2019 and held it in 14 quarters.
FinTrust Capital Advisors's iShares International Dividend Growth ETF position peaked at $97K in Q4 2021.
123 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.