Leicht Financial Planning & Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,920	Closed	-$289K	–	55
2019 Q4	$289K	Sell	4,920 -3,266	-40%	-$190K	0.26%	53
2019 Q3	$467K	Sell	8,186 -4,507	-36%	-$259K	0.45%	40
2019 Q2	$747K	Buy	12,693 +113	+0.9%	+$6.6K	0.73%	31
2019 Q1	$746K	Buy	+12,580	New	+$735K	0.77%	32
2017 Q2	–	Sell	-11,288	Closed	-$607K	–	24
2017 Q1	$607K	Sell	11,288 -34,837	-76%	-$1.8M	0.55%	21
2016 Q4	$2.32M	Buy	+46,125	New	+$2.36M	2.15%	12

Other funds holding EEMV

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

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CPO

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

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

Leicht Financial Planning & Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 4,920 shares — an estimated $289K sold.

Leicht Financial Planning & Wealth Management first reported a position in EEMV in Q4 2016 and held it in 6 quarters. The position peaked at $2.32M in Q4 2016. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,920 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $289K.
Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.32M in Q4 2016.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets 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.