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	–	151
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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MFA Wealth Advisors's DGRO Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 16 shares — an estimated $1K sold.

MFA Wealth Advisors first reported a position in DGRO in Q1 2020 and held it in 14 quarters. The position peaked at $10.1M in Q4 2021. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 16 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $1K.
MFA Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and held it in 14 quarters.
MFA Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $10.1M in Q4 2021.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.