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Mount Yale Investment Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-296
Closed -$23.4K – 1105
2025
Q2 		$23.4K Buy
+296
New +$22.4K ﹤0.01% 1014

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's IGRO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2025, closing a stake of 296 shares — an estimated $23.4K sold.

Mount Yale Investment Advisors first reported a position in IGRO in Q2 2025 and held it in 1 quarter. The position peaked at $23.4K in Q2 2025. 205 funds tracked by Wall St. Rank hold IGRO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares International Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 296 iShares International Dividend Growth ETF shares in Q3 2025, an estimated $23.4K.
  • Mount Yale Investment Advisors first reported a position in iShares International Dividend Growth ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares International Dividend Growth ETF position peaked at $23.4K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.