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

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America

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

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

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return