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Sound Financial Strategies Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

Sound Financial Strategies Group’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
2023
Q4 		– Sell
-28,593
Closed -$1.7M – 71
2023
Q3 		$1.7M Buy
+28,593
New +$1.76M 1.4% 6

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sound Financial Strategies Group's IGRO Position: Q4 2023 in Review

Sound Financial Strategies Group sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2023, closing a stake of 28,593 shares — an estimated $1.7M sold.

Sound Financial Strategies Group first reported a position in IGRO in Q3 2023 and held it in 1 quarter. The position peaked at $1.7M in Q3 2023. 152 funds tracked by Wall St. Rank hold IGRO as of Q4 2023.

  • Sound Financial Strategies Group reported no remaining iShares International Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Sound Financial Strategies Group sold 28,593 iShares International Dividend Growth ETF shares in Q4 2023, an estimated $1.7M.
  • Sound Financial Strategies Group first reported a position in iShares International Dividend Growth ETF in Q3 2023 and held it in 1 quarter.
  • Sound Financial Strategies Group's iShares International Dividend Growth ETF position peaked at $1.7M in Q3 2023.
  • 152 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2023.

Based on Sound Financial Strategies Group's 13F filing for Q4 2023, filed 2 Feb 2024.