Leicht Financial Planning & Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,804	Closed	-$205K	–	56
2019 Q4	$205K	Buy	+3,804	New	+$196K	0.19%	63
2019 Q3	–	Sell	-8,377	Closed	-$431K	–	50
2019 Q2	$431K	Sell	8,377 -2,454	-23%	-$125K	0.42%	43
2019 Q1	$560K	Sell	10,831 -6,274	-37%	-$318K	0.58%	39
2018 Q4	$807K	Sell	17,105 -7,164	-30%	-$346K	1.07%	27
2018 Q3	$1.25M	Buy	24,269 +8,374	+53%	+$437K	1.49%	22
2018 Q2	$825K	Buy	+15,895	New	+$891K	0.7%	18

Other funds holding IEMG

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2020, closing a stake of 3,804 shares — an estimated $205K sold.

Leicht Financial Planning & Wealth Management first reported a position in IEMG in Q2 2018 and held it in 6 quarters. The position peaked at $1.25M in Q3 2018. 1,097 funds tracked by Wall St. Rank hold IEMG as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 3,804 iShares Core MSCI Emerging Markets ETF shares in Q1 2020, an estimated $205K.
Leicht Financial Planning & Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2018 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $1.25M in Q3 2018.
1,097 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2020.

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