McMorgan & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

McMorgan & Co’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
2021 Q3	–	Sell	-858,514	Closed	-$43.2M	–	57
2021 Q2	$43.2M	Buy	+858,514	New	+$43.1M	9.44%	4

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

McMorgan & Co's DGRO Position: Q3 2021 in Review

McMorgan & Co sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2021, closing a stake of 858,514 shares — an estimated $43.2M sold.

McMorgan & Co first reported a position in DGRO in Q2 2021 and held it in 1 quarter. The position peaked at $43.2M in Q2 2021. 664 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

McMorgan & Co reported no remaining iShares Core Dividend Growth ETF position as of Q3 2021 after selling out during the quarter.
McMorgan & Co sold 858,514 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $43.2M.
McMorgan & Co first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 1 quarter.
McMorgan & Co's iShares Core Dividend Growth ETF position peaked at $43.2M in Q2 2021.
664 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on McMorgan & Co's 13F filing for Q3 2021, filed 15 Nov 2021.