Leicht Financial Planning & Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,442	Closed	-$277K	–	67
2019 Q4	$277K	Sell	4,442 -717	-14%	-$43.1K	0.25%	55
2019 Q3	$295K	Sell	5,159 -4,838	-48%	-$273K	0.28%	44
2019 Q2	$574K	Sell	9,997 -3,611	-27%	-$208K	0.56%	41
2019 Q1	$782K	Sell	13,608 -5,582	-29%	-$313K	0.81%	30
2018 Q4	$992K	Sell	19,190 -13,986	-42%	-$783K	1.31%	25
2018 Q3	$2.06M	Sell	33,176 -983	-3%	-$61.4K	2.45%	12
2018 Q2	$2.11M	Buy	34,159 +939	+3%	+$61.5K	1.8%	14
2018 Q1	$2.13M	Buy	33,220 +5,989	+22%	+$395K	1.85%	13
2017 Q4	$1.8M	Buy	27,231 +17,936	+193%	+$1.13M	1.51%	14
2017 Q3	$575K	Buy	+9,295	New	+$556K	0.48%	21

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

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

Leicht Financial Planning & Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2020, closing a stake of 4,442 shares — an estimated $277K sold.

Leicht Financial Planning & Wealth Management first reported a position in SCZ in Q3 2017 and held it in 10 quarters. The position peaked at $2.13M in Q1 2018. 514 funds tracked by Wall St. Rank hold SCZ as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,442 iShares MSCI EAFE Small-Cap ETF shares in Q1 2020, an estimated $277K.
Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and held it in 10 quarters.
Leicht Financial Planning & Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $2.13M in Q1 2018.
514 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2020.

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