Litman Gregory Wealth Management’s Invesco FTSE International Low Beta Equal Weight ETF IDLB Stock Holding History

Litman Gregory Wealth Management’s Portfolio IDLB Stock Details IDLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,086	Closed	-$30K	–	243
2019 Q2	$30K	Hold	1,086	–	–	0.01%	116
2019 Q1	$30K	Hold	1,086	–	–	0.01%	81
2018 Q4	$28K	Buy	+1,086	New	+$29.5K	0.01%	87

Other funds holding IDLB

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Litman Gregory Wealth Management's IDLB Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of Invesco FTSE International Low Beta Equal Weight ETF (IDLB) in Q3 2019, closing a stake of 1,086 shares — an estimated $30K sold.

Litman Gregory Wealth Management first reported a position in IDLB in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 18 funds tracked by Wall St. Rank hold IDLB as of Q3 2019.

Litman Gregory Wealth Management reported no remaining Invesco FTSE International Low Beta Equal Weight ETF position as of Q3 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,086 Invesco FTSE International Low Beta Equal Weight ETF shares in Q3 2019, an estimated $30K.
Litman Gregory Wealth Management first reported a position in Invesco FTSE International Low Beta Equal Weight ETF in Q4 2018 and held it in 3 quarters.
Litman Gregory Wealth Management's Invesco FTSE International Low Beta Equal Weight ETF position peaked at $30K in Q2 2019.
18 funds tracked by Wall St. Rank held Invesco FTSE International Low Beta Equal Weight ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.