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Wescott Financial Advisory Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

Wescott Financial Advisory Group’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
Q2 		– Sell
-3,091
Closed -$202K – 135
2022
Q1 		$202K Buy
+3,091
New +$204K 0.05% 122

Other funds holding IGRO

Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wescott Financial Advisory Group's IGRO Position: Q2 2022 in Review

Wescott Financial Advisory Group sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2022, closing a stake of 3,091 shares — an estimated $202K sold.

Wescott Financial Advisory Group first reported a position in IGRO in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 107 funds tracked by Wall St. Rank hold IGRO as of Q2 2022.

  • Wescott Financial Advisory Group reported no remaining iShares International Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 3,091 iShares International Dividend Growth ETF shares in Q2 2022, an estimated $202K.
  • Wescott Financial Advisory Group first reported a position in iShares International Dividend Growth ETF in Q1 2022 and held it in 1 quarter.
  • Wescott Financial Advisory Group's iShares International Dividend Growth ETF position peaked at $202K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2022.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2022, filed 28 Jul 2022.