LFPWM
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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
BlackRock New York $5.7T 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return