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Money Concepts Capital’s iShares International Dividend Growth ETF IGRO Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-348
Closed -$20.1K – 1651
2022
Q4 		$20.1K Buy
348
+120
+53% +$6.59K ﹤0.01% 1679
2022
Q3 		$12K Buy
+228
New +$12.8K ﹤0.01% 1022
2022
Q2 		– Sell
-150
Closed -$10K – 2016
2022
Q1 		$10K Buy
+150
New +$9.91K ﹤0.01% 1940

Other funds holding IGRO

Vestmark Advisory Solutions
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
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Concepts Capital's IGRO Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2023, closing a stake of 348 shares — an estimated $20.1K sold.

Money Concepts Capital first reported a position in IGRO in Q1 2022 and held it in 3 quarters. The position peaked at $20.1K in Q4 2022. 134 funds tracked by Wall St. Rank hold IGRO as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares International Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 348 iShares International Dividend Growth ETF shares in Q1 2023, an estimated $20.1K.
  • Money Concepts Capital first reported a position in iShares International Dividend Growth ETF in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's iShares International Dividend Growth ETF position peaked at $20.1K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.