Total Clarity Wealth Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Total Clarity Wealth Management’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	-85	Closed	-$5K	–	570
2022 Q2	$5K	Buy	+85	New	+$5.19K	﹤0.01%	814
2022 Q1	–	Sell	-518	Closed	-$35K	–	530
2021 Q4	$35K	Sell	518 -200	-28%	-$13.4K	0.02%	463
2021 Q3	$47K	Buy	+718	New	+$48.4K	0.02%	417
2021 Q2	–	Sell	-718	Closed	-$47K	–	432
2021 Q1	$47K	Buy	+718	New	+$46.2K	0.03%	346
2020 Q1	–	Sell	-218	Closed	-$13K	–	327
2019 Q4	$13K	Buy	+218	New	+$12.6K	0.01%	463

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

Total Clarity Wealth Management's IGRO Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2022, closing a stake of 85 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in IGRO in Q4 2019 and held it in 5 quarters. The position peaked at $47K in Q3 2021. 103 funds tracked by Wall St. Rank hold IGRO as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares International Dividend Growth ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 85 iShares International Dividend Growth ETF shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in iShares International Dividend Growth ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares International Dividend Growth ETF position peaked at $47K in Q3 2021.
103 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.