Leicht Financial Planning & Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,687	Closed	-$353K	–	54
2019 Q4	$353K	Sell	3,687 -2,082	-36%	-$198K	0.32%	48
2019 Q3	$547K	Sell	5,769 -295	-5%	-$27.5K	0.52%	37
2019 Q2	$559K	Sell	6,064 -1,215	-17%	-$110K	0.55%	42
2019 Q1	$651K	Buy	7,279 +4,580	+170%	+$394K	0.67%	35
2018 Q4	$219K	Buy	+2,699	New	+$228K	0.29%	38

Other funds holding ACWV

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's ACWV Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 3,687 shares — an estimated $353K sold.

Leicht Financial Planning & Wealth Management first reported a position in ACWV in Q4 2018 and held it in 5 quarters. The position peaked at $651K in Q1 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 3,687 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $353K.
Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
Leicht Financial Planning & Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $651K in Q1 2019.
247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.