Regal Wealth Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-140	Closed	-$5K	–	178
2018 Q1	$5K	Hold	140	–	–	﹤0.01%	144
2017 Q4	$6K	Hold	140	–	–	﹤0.01%	141
2017 Q3	$5K	Hold	140	–	–	﹤0.01%	131
2017 Q2	$5K	Hold	140	–	–	﹤0.01%	133
2017 Q1	$5K	Buy	+140	New	+$5K	﹤0.01%	132

Other funds holding SMLF

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Regal Wealth Group's SMLF Position: Q2 2018 in Review

Regal Wealth Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2018, closing a stake of 140 shares — an estimated $5K sold.

Regal Wealth Group first reported a position in SMLF in Q1 2017 and held it in 5 quarters. The position peaked at $6K in Q4 2017. 30 funds tracked by Wall St. Rank hold SMLF as of Q2 2018.

Regal Wealth Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2018 after selling out during the quarter.
Regal Wealth Group sold 140 iShares US Small Cap Equity Factor ETF shares in Q2 2018, an estimated $5K.
Regal Wealth Group first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2017 and held it in 5 quarters.
Regal Wealth Group's iShares US Small Cap Equity Factor ETF position peaked at $6K in Q4 2017.
30 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2018.

Based on Regal Wealth Group's 13F filing for Q2 2018, filed 30 Jul 2018.