Patriot Financial Group Insurance Agency’s iShares International Dividend Growth ETF IGRO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-626	Closed	-$36K	–	1115
2022 Q2	$36K	Buy	626 +422	+207%	+$25.8K	0.01%	833
2022 Q1	$13K	Buy	+204	New	+$13.5K	﹤0.01%	1259

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IGRO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2022, closing a stake of 626 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in IGRO in Q1 2022 and held it in 2 quarters. The position peaked at $36K in Q2 2022. 103 funds tracked by Wall St. Rank hold IGRO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares International Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 626 iShares International Dividend Growth ETF shares in Q3 2022, an estimated $36K.
Patriot Financial Group Insurance Agency first reported a position in iShares International Dividend Growth ETF in Q1 2022 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's iShares International Dividend Growth ETF position peaked at $36K in Q2 2022.
103 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.