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MBE Wealth Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

MBE Wealth Management’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
Q1 		– Sell
-13,957
Closed -$901K – 94
2023
Q4 		$901K Sell
13,957
-5,332
-28% -$323K 0.46% 30
2023
Q3 		$1.14M Sell
19,289
-1,589
-8% -$98.1K 0.66% 20
2023
Q2 		$1.29M Buy
20,878
+4,375
+27% +$271K 0.7% 19
2023
Q1 		$1M Buy
+16,503
New +$993K 0.59% 22

Other funds holding IGRO

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MBE Wealth Management's IGRO Position: Q1 2024 in Review

MBE Wealth Management sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2024, closing a stake of 13,957 shares — an estimated $901K sold.

MBE Wealth Management first reported a position in IGRO in Q1 2023 and held it in 4 quarters. The position peaked at $1.29M in Q2 2023. 150 funds tracked by Wall St. Rank hold IGRO as of Q1 2024.

  • MBE Wealth Management reported no remaining iShares International Dividend Growth ETF position as of Q1 2024 after selling out during the quarter.
  • MBE Wealth Management sold 13,957 iShares International Dividend Growth ETF shares in Q1 2024, an estimated $901K.
  • MBE Wealth Management first reported a position in iShares International Dividend Growth ETF in Q1 2023 and held it in 4 quarters.
  • MBE Wealth Management's iShares International Dividend Growth ETF position peaked at $1.29M in Q2 2023.
  • 150 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2024.

Based on MBE Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.