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Global Financial Private Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Global Financial Private Capital’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-43,771
Closed -$1.61M – 482
2019
Q1 		$1.61M Buy
+43,771
New +$1.56M 0.08% 204
2018
Q4 		– Sell
-22,507
Closed -$834K – 361
2018
Q3 		$834K Buy
22,507
+2,959
+15% +$108K 0.03% 306
2018
Q2 		$670K Buy
19,548
+10,711
+121% +$369K 0.02% 321
2018
Q1 		$300K Sell
8,837
-526
-6% -$18.6K 0.01% 443
2017
Q4 		$326K Buy
+9,363
New +$316K 0.01% 421

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return