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MWA
MFA Wealth Advisors’s
iShares Core Dividend Growth ETF
DGRO
Stock Holding History
MFA Wealth Advisors’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
2024
Q4
–
Sell
-16
Closed
-$1K
–
152
2024
Q3
$1K
Hold
16
–
–
﹤0.01%
455
2024
Q2
$922
Buy
+16
New
+$914
﹤0.01%
478
2023
Q1
–
Sell
-189,438
Closed
-$9.47M
–
71
2022
Q4
$9.47M
Sell
189,438
-4,932
-3%
-$242K
3.43%
9
2022
Q3
$8.64M
Buy
194,370
+1,391
+0.7%
+$68.5K
3.2%
10
2022
Q2
$9.2M
Buy
192,979
+11,048
+6%
+$557K
3.36%
9
2022
Q1
$9.72M
Sell
181,931
-639
-0.4%
-$34.1K
3.1%
10
2021
Q4
$10.1M
Sell
182,570
-3,419
-2%
-$182K
4.29%
7
2021
Q3
$9.35M
Buy
185,989
+6,335
+4%
+$328K
4.29%
7
2021
Q2
$9.05M
Buy
179,654
+42,482
+31%
+$2.13M
4.09%
7
2021
Q1
$6.62M
Buy
137,172
+15,240
+12%
+$705K
3.21%
11
2020
Q4
$5.46M
Buy
121,932
+554
+0.5%
+$23.6K
4.87%
10
2020
Q3
$4.83M
Sell
121,378
-6,913
-5%
-$275K
5.13%
9
2020
Q2
$4.82M
Sell
128,291
-49,533
-28%
-$1.8M
3.12%
15
2020
Q1
$5.8M
Buy
+177,824
New
+$6.96M
5.63%
4
Other funds holding DGRO
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New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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