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

Milestone Wealth’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
2022
Q3 		$4K Sell
81
-5
-6% -$281 ﹤0.01% 208
2022
Q2 		$5K Hold
86
– – 0.01% 196
2022
Q1 		$6K Hold
86
– – ﹤0.01% 219
2021
Q4 		$6K Buy
+86
New +$5.75K ﹤0.01% 219

Other funds holding IGRO

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's IGRO Position: Q3 2022 in Review

Milestone Wealth reduced its iShares International Dividend Growth ETF (IGRO) stake by 5.8% in Q3 2022, selling an estimated $281 and leaving 81 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Milestone Wealth first reported a position in IGRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 103 funds tracked by Wall St. Rank hold IGRO as of Q3 2022.

  • Milestone Wealth held 81 shares of iShares International Dividend Growth ETF worth $4K as of Q3 2022.
  • Milestone Wealth sold 5 iShares International Dividend Growth ETF shares in Q3 2022, an estimated $281.
  • iShares International Dividend Growth ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #208 holding.
  • Milestone Wealth first reported a position in iShares International Dividend Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares International Dividend Growth ETF position peaked at $6K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.