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Tilia Fiduciary Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,273
Closed -$79K – 263
2023
Q2 		$79K Buy
1,273
+136
+12% +$8.42K 0.07% 159
2023
Q1 		$68.9K Buy
1,137
+4
+0.4% +$241 0.07% 178
2022
Q4 		$65.3K Buy
1,133
+4
+0.4% +$220 0.06% 176
2022
Q3 		$56K Buy
1,129
+168
+17% +$9.45K 0.06% 185
2022
Q2 		$54K Buy
+961
New +$58.7K 0.05% 199

Other funds holding IGRO

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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tilia Fiduciary Partners's IGRO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2023, closing a stake of 1,273 shares — an estimated $79K sold.

Tilia Fiduciary Partners first reported a position in IGRO in Q2 2022 and held it in 5 quarters. The position peaked at $79K in Q2 2023. 142 funds tracked by Wall St. Rank hold IGRO as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares International Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,273 iShares International Dividend Growth ETF shares in Q3 2023, an estimated $79K.
  • Tilia Fiduciary Partners first reported a position in iShares International Dividend Growth ETF in Q2 2022 and held it in 5 quarters.
  • Tilia Fiduciary Partners's iShares International Dividend Growth ETF position peaked at $79K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.