River Wealth Advisors’s iShares International Preferred Stock ETF IPFF Stock Holding History

River Wealth Advisors’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,654	Closed	-$25K	–	543
2018 Q4	$25K	Hold	1,654	–	–	0.01%	322
2018 Q3	$29K	Hold	1,654	–	–	0.01%	342
2018 Q2	$29K	Buy	+1,654	New	+$29.6K	0.01%	323

Other funds holding IPFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPIC

LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

River Wealth Advisors's IPFF Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares International Preferred Stock ETF (IPFF) in Q1 2019, closing a stake of 1,654 shares — an estimated $25K sold.

River Wealth Advisors first reported a position in IPFF in Q2 2018 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 31 funds tracked by Wall St. Rank hold IPFF as of Q1 2019.

River Wealth Advisors reported no remaining iShares International Preferred Stock ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,654 iShares International Preferred Stock ETF shares in Q1 2019, an estimated $25K.
River Wealth Advisors first reported a position in iShares International Preferred Stock ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares International Preferred Stock ETF position peaked at $29K in Q3 2018.
31 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.