Wealthfront’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-1	Closed	–	–	460
2015 Q3	$0	Buy	+1	New	+$25	﹤0.01%	1269

Other funds holding DGRO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealthfront's DGRO Position: Q4 2015 in Review

Wealthfront sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in DGRO in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 44 funds tracked by Wall St. Rank hold DGRO as of Q4 2015.

Wealthfront reported no remaining iShares Core Dividend Growth ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 1 iShares Core Dividend Growth ETF share in Q4 2015.
Wealthfront first reported a position in iShares Core Dividend Growth ETF in Q3 2015 and held it in 1 quarter.
Wealthfront's iShares Core Dividend Growth ETF position peaked at $0 in Q3 2015.
44 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.