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Leicht Financial Planning & Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-52,719
Closed -$4.29M – 40
2020
Q1 		$4.29M Buy
52,719
+27,742
+111% +$2.65M 4.15% 8
2019
Q4 		$2.52M Buy
+24,977
New +$2.41M 2.3% 12

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's QUAL Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2020, closing a stake of 52,719 shares — an estimated $4.29M sold.

Leicht Financial Planning & Wealth Management first reported a position in QUAL in Q4 2019 and held it in 2 quarters. The position peaked at $4.29M in Q1 2020. 568 funds tracked by Wall St. Rank hold QUAL as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 52,719 iShares MSCI USA Quality Factor ETF shares in Q2 2020, an estimated $4.29M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 2 quarters.
  • Leicht Financial Planning & Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $4.29M in Q1 2020.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.