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

Optimum 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
2019 Q4	–	Sell	-1,360	Closed	-$75K	–	977
2019 Q3	$75K	Hold	1,360	–	–	0.02%	428
2019 Q2	$76K	Hold	1,360	–	–	0.02%	427
2019 Q1	$74K	Hold	1,360	–	–	0.02%	435
2018 Q4	$67K	Hold	1,360	–	–	0.02%	414
2018 Q3	$77K	Hold	1,360	–	–	0.02%	444
2018 Q2	$74K	Hold	1,360	–	–	0.02%	453
2018 Q1	$77K	Buy	+1,360	New	+$79.7K	0.02%	448

Other funds holding IGRO

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

GIA

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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Optimum Investment Advisors's IGRO Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2019, closing a stake of 1,360 shares — an estimated $75K sold.

Optimum Investment Advisors first reported a position in IGRO in Q1 2018 and held it in 7 quarters. The position peaked at $77K in Q3 2018. 37 funds tracked by Wall St. Rank hold IGRO as of Q4 2019.

Optimum Investment Advisors reported no remaining iShares International Dividend Growth ETF position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 1,360 iShares International Dividend Growth ETF shares in Q4 2019, an estimated $75K.
Optimum Investment Advisors first reported a position in iShares International Dividend Growth ETF in Q1 2018 and held it in 7 quarters.
Optimum Investment Advisors's iShares International Dividend Growth ETF position peaked at $77K in Q3 2018.
37 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.