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Leicht Financial Planning & Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,005
Closed -$222K – 45
2018
Q4 		$222K Sell
8,005
-159
-2% -$4.89K 0.29% 37
2018
Q3 		$274K Buy
8,164
+489
+6% +$16.3K 0.33% 34
2018
Q2 		$246K Buy
+7,675
New +$248K 0.21% 24

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's LRGF Position: Q1 2019 in Review

Leicht Financial Planning & Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q1 2019, closing a stake of 8,005 shares — an estimated $222K sold.

Leicht Financial Planning & Wealth Management first reported a position in LRGF in Q2 2018 and held it in 3 quarters. The position peaked at $274K in Q3 2018. 115 funds tracked by Wall St. Rank hold LRGF as of Q1 2019.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 8,005 iShares US Equity Factor ETF shares in Q1 2019, an estimated $222K.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2018 and held it in 3 quarters.
  • Leicht Financial Planning & Wealth Management's iShares US Equity Factor ETF position peaked at $274K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.