Fort Point Capital Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

Fort Point Capital Partners’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 Q4	–	Sell	-14,579	Closed	-$1.09M	–	313
2024 Q3	$1.09M	Buy	14,579 +4,951	+51%	+$351K	0.13%	100
2024 Q2	$649K	Sell	9,628 -725	-7%	-$48.5K	0.08%	165
2024 Q1	$697K	Sell	10,353 -1,056	-9%	-$69.2K	0.09%	155
2023 Q4	$737K	Buy	11,409 +7,039	+161%	+$426K	0.1%	132
2023 Q3	$259K	Buy	+4,370	New	+$270K	0.04%	226

Other funds holding IGRO

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

VAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fort Point Capital Partners's IGRO Position: Q4 2024 in Review

Fort Point Capital Partners sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2024, closing a stake of 14,579 shares — an estimated $1.09M sold.

Fort Point Capital Partners first reported a position in IGRO in Q3 2023 and held it in 5 quarters. The position peaked at $1.09M in Q3 2024. 185 funds tracked by Wall St. Rank hold IGRO as of Q4 2024.

Fort Point Capital Partners reported no remaining iShares International Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Fort Point Capital Partners sold 14,579 iShares International Dividend Growth ETF shares in Q4 2024, an estimated $1.09M.
Fort Point Capital Partners first reported a position in iShares International Dividend Growth ETF in Q3 2023 and held it in 5 quarters.
Fort Point Capital Partners's iShares International Dividend Growth ETF position peaked at $1.09M in Q3 2024.
185 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2024.

Based on Fort Point Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.