Moneta Group Investment Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Moneta Group Investment Advisors’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
2026 Q2	$464K	Buy	5,273 +632	+14%	+$55.3K	﹤0.01%	564
2026 Q1	$389K	Sell	4,641 -374	-7%	-$32.1K	﹤0.01%	567
2025 Q4	$415K	Buy	5,015 +1,711	+52%	+$138K	﹤0.01%	552
2025 Q3	$263K	Buy	+3,304	New	+$260K	﹤0.01%	658

Other funds holding IGRO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Moneta Group Investment Advisors's IGRO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares International Dividend Growth ETF (IGRO) stake by 14% in Q2 2026, buying an estimated $55.3K and bringing the position to 5,273 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Moneta Group Investment Advisors first reported a position in IGRO in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

Moneta Group Investment Advisors held 5,273 shares of iShares International Dividend Growth ETF worth $464K as of Q2 2026.
Moneta Group Investment Advisors bought 632 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $55.3K.
iShares International Dividend Growth ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #564 holding.
Moneta Group Investment Advisors first reported a position in iShares International Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.