Principle Wealth Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

Principle Wealth Partners’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	-10,362	Closed	-$594K	–	295
2022 Q2	$594K	Buy	10,362 +2,175	+27%	+$133K	0.07%	177
2022 Q1	$534K	Buy	+8,187	New	+$541K	0.06%	195

Other funds holding IGRO

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WIM

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

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 $786B AUM 40.34% 1-Year Est. Return

Principle Wealth Partners's IGRO Position: Q3 2022 in Review

Principle Wealth Partners sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2022, closing a stake of 10,362 shares — an estimated $594K sold.

Principle Wealth Partners first reported a position in IGRO in Q1 2022 and held it in 2 quarters. The position peaked at $594K in Q2 2022. 103 funds tracked by Wall St. Rank hold IGRO as of Q3 2022.

Principle Wealth Partners reported no remaining iShares International Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Principle Wealth Partners sold 10,362 iShares International Dividend Growth ETF shares in Q3 2022, an estimated $594K.
Principle Wealth Partners first reported a position in iShares International Dividend Growth ETF in Q1 2022 and held it in 2 quarters.
Principle Wealth Partners's iShares International Dividend Growth ETF position peaked at $594K in Q2 2022.
103 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2022.

Based on Principle Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.