Leicht Financial Planning & Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-20,075	Closed	-$712K	–	68
2019 Q4	$712K	Sell	20,075 -8,060	-29%	-$280K	0.65%	38
2019 Q3	$966K	Buy	28,135 +5,224	+23%	+$178K	0.92%	31
2019 Q2	$764K	Buy	22,911 +7,104	+45%	+$233K	0.75%	30
2019 Q1	$510K	Buy	+15,807	New	+$495K	0.53%	40

Other funds holding SMMV

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 20,075 shares — an estimated $712K sold.

Leicht Financial Planning & Wealth Management first reported a position in SMMV in Q1 2019 and held it in 4 quarters. The position peaked at $966K in Q3 2019. 98 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 20,075 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $712K.
Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $966K in Q3 2019.
98 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

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