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Pasadena Private Wealth’s iShares International Dividend Growth ETF IGRO Stock Holding History

Pasadena Private Wealth’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
2020
Q1 		– Sell
-13,953
Closed -$842K – 85
2019
Q4 		$842K Buy
13,953
+2,946
+27% +$171K 0.37% 23
2019
Q3 		$609K Buy
11,007
+3,342
+44% +$183K 0.28% 31
2019
Q2 		$428K Buy
+7,665
New +$419K 0.2% 34

Other funds holding IGRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pasadena Private Wealth's IGRO Position: Q1 2020 in Review

Pasadena Private Wealth sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2020, closing a stake of 13,953 shares — an estimated $842K sold.

Pasadena Private Wealth first reported a position in IGRO in Q2 2019 and held it in 3 quarters. The position peaked at $842K in Q4 2019. 42 funds tracked by Wall St. Rank hold IGRO as of Q1 2020.

  • Pasadena Private Wealth reported no remaining iShares International Dividend Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 13,953 iShares International Dividend Growth ETF shares in Q1 2020, an estimated $842K.
  • Pasadena Private Wealth first reported a position in iShares International Dividend Growth ETF in Q2 2019 and held it in 3 quarters.
  • Pasadena Private Wealth's iShares International Dividend Growth ETF position peaked at $842K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2020.

Based on Pasadena Private Wealth's 13F filing for Q1 2020, filed 4 May 2020.