Valeo Financial Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-155	Closed	-$10K	–	1118
2021 Q1	$10K	Hold	155	–	–	﹤0.01%	1356
2020 Q4	$10K	Hold	155	–	–	﹤0.01%	1199
2020 Q3	$8K	Hold	155	–	–	﹤0.01%	1139
2020 Q2	$8K	Hold	155	–	–	﹤0.01%	1353
2020 Q1	$7K	Hold	155	–	–	﹤0.01%	1204
2019 Q4	$9K	Hold	155	–	–	﹤0.01%	1138
2019 Q3	$9K	Hold	155	–	–	﹤0.01%	1054
2019 Q2	$9K	Hold	155	–	–	﹤0.01%	1051
2019 Q1	$8K	Hold	155	–	–	﹤0.01%	1028
2018 Q4	$8K	Hold	155	–	–	﹤0.01%	941
2018 Q3	$8K	Hold	155	–	–	﹤0.01%	1040
2018 Q2	$9K	Hold	155	–	–	﹤0.01%	969
2018 Q1	$9K	Buy	+155	New	+$9.09K	﹤0.01%	956

Other funds holding IGRO

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Valeo Financial Advisors's IGRO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2021, closing a stake of 155 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in IGRO in Q1 2018 and held it in 13 quarters. The position peaked at $10K in Q1 2021. 58 funds tracked by Wall St. Rank hold IGRO as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares International Dividend Growth ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 155 iShares International Dividend Growth ETF shares in Q2 2021, an estimated $10K.
Valeo Financial Advisors first reported a position in iShares International Dividend Growth ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's iShares International Dividend Growth ETF position peaked at $10K in Q1 2021.
58 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.