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

Wayfinding Financial’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 Q1	–	Sell	-4,745	Closed	-$311K	–	117
2022 Q4	$311K	Sell	4,745 -1,365	-22%	-$75K	0.25%	65
2022 Q3	$309K	Buy	6,110 +1,624	+36%	+$91.3K	0.29%	55
2022 Q2	$257K	Sell	4,486 -483	-10%	-$29.5K	0.23%	66
2022 Q1	$299K	Buy	4,969 +224	+5%	+$14.8K	0.25%	64
2021 Q4	$311K	Buy	+4,745	New	+$317K	0.25%	65

Other funds holding IGRO

VAS

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wayfinding Financial's IGRO Position: Q1 2023 in Review

Wayfinding Financial sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2023, closing a stake of 4,745 shares — an estimated $311K sold.

Wayfinding Financial first reported a position in IGRO in Q4 2021 and held it in 5 quarters. The position peaked at $311K in Q4 2022. 134 funds tracked by Wall St. Rank hold IGRO as of Q1 2023.

Wayfinding Financial reported no remaining iShares International Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Wayfinding Financial sold 4,745 iShares International Dividend Growth ETF shares in Q1 2023, an estimated $311K.
Wayfinding Financial first reported a position in iShares International Dividend Growth ETF in Q4 2021 and held it in 5 quarters.
Wayfinding Financial's iShares International Dividend Growth ETF position peaked at $311K in Q4 2022.
134 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2023.

Based on Wayfinding Financial's 13F filing for Q1 2023, filed 5 May 2023.