New England Private Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

New England Private Wealth 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
2021 Q4	–	Sell	-3,069	Closed	-$200K	–	107
2021 Q3	$200K	Hold	3,069	–	–	0.04%	99
2021 Q2	$207K	Buy	+3,069	New	+$208K	0.04%	98

Other funds holding IGRO

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

New England Private Wealth Advisors's IGRO Position: Q4 2021 in Review

New England Private Wealth Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2021, closing a stake of 3,069 shares — an estimated $200K sold.

New England Private Wealth Advisors first reported a position in IGRO in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 67 funds tracked by Wall St. Rank hold IGRO as of Q4 2021.

New England Private Wealth Advisors reported no remaining iShares International Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
New England Private Wealth Advisors sold 3,069 iShares International Dividend Growth ETF shares in Q4 2021, an estimated $200K.
New England Private Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q2 2021 and held it in 2 quarters.
New England Private Wealth Advisors's iShares International Dividend Growth ETF position peaked at $207K in Q2 2021.
67 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2021.

Based on New England Private Wealth Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.