Regal Wealth Group’s iShares International Select Dividend ETF IDV Stock Holding History

Regal Wealth Group’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-747	Closed	-$24K	–	169
2018 Q2	$24K	Hold	747	–	–	0.03%	101
2018 Q1	$25K	Hold	747	–	–	0.02%	98
2017 Q4	$25K	Buy	+747	New	+$25K	0.02%	93
2017 Q1	–	Sell	-153	Closed	-$5K	–	161
2016 Q4	$5K	Hold	153	–	–	﹤0.01%	132
2016 Q3	$5K	Hold	153	–	–	﹤0.01%	140
2016 Q2	$4K	Hold	153	–	–	﹤0.01%	159
2016 Q1	$4K	Hold	153	–	–	﹤0.01%	142
2015 Q4	$4K	Buy	+153	New	+$4.51K	﹤0.01%	136

Other funds holding IDV

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

Regal Wealth Group's IDV Position: Q3 2018 in Review

Regal Wealth Group sold out of iShares International Select Dividend ETF (IDV) in Q3 2018, closing a stake of 747 shares — an estimated $24K sold.

Regal Wealth Group first reported a position in IDV in Q4 2015 and held it in 8 quarters. The position peaked at $25K in Q1 2018. 359 funds tracked by Wall St. Rank hold IDV as of Q3 2018.

Regal Wealth Group reported no remaining iShares International Select Dividend ETF position as of Q3 2018 after selling out during the quarter.
Regal Wealth Group sold 747 iShares International Select Dividend ETF shares in Q3 2018, an estimated $24K.
Regal Wealth Group first reported a position in iShares International Select Dividend ETF in Q4 2015 and held it in 8 quarters.
Regal Wealth Group's iShares International Select Dividend ETF position peaked at $25K in Q1 2018.
359 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2018.

Based on Regal Wealth Group's 13F filing for Q3 2018, filed 16 Oct 2018.