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TrueWealth LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

TrueWealth LLC’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$10K Hold
263
– – ﹤0.01% 467
2020
Q1 		$9K Buy
+263
New +$10.3K ﹤0.01% 460

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrueWealth LLC's DGRO Position: Q2 2020 in Review

TrueWealth LLC held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2020 at 263 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

TrueWealth LLC first reported a position in DGRO in Q1 2020 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold DGRO as of Q2 2020.

  • TrueWealth LLC held 263 shares of iShares Core Dividend Growth ETF worth $10K as of Q2 2020.
  • TrueWealth LLC left its iShares Core Dividend Growth ETF share count unchanged in Q2 2020.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #467 holding.
  • TrueWealth LLC first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.