LFPWM
SIZE icon

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

Leicht Financial Planning & Wealth Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,093
Closed -$1.14M – 46
2020
Q1 		$1.14M Buy
16,093
+1,614
+11% +$145K 1.1% 18
2019
Q4 		$1.41M Buy
+14,479
New +$1.35M 1.28% 26

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 16,093 shares — an estimated $1.14M sold.

Leicht Financial Planning & Wealth Management first reported a position in SIZE in Q4 2019 and held it in 2 quarters. The position peaked at $1.41M in Q4 2019. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 16,093 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $1.14M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 2 quarters.
  • Leicht Financial Planning & Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $1.41M in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

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