American Portfolios Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

American Portfolios Advisors’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$77.8K	Sell	1,395 -40	-3%	-$2.47K	﹤0.01%	1487
2022 Q2	$88.9K	Hold	1,435	–	–	﹤0.01%	1463
2022 Q1	$104K	Sell	1,435 -15	-1%	-$1.1K	﹤0.01%	1488
2021 Q4	$111K	Hold	1,450	–	–	﹤0.01%	1460
2021 Q3	$109K	Hold	1,450	–	–	﹤0.01%	1415
2021 Q2	$110K	Buy	1,450 +10	+0.7%	+$753	﹤0.01%	1378
2021 Q1	$104K	Buy	1,440 +485	+51%	+$34.7K	﹤0.01%	1299
2020 Q4	$66.7K	Sell	955 -430	-31%	-$28.3K	﹤0.01%	1316
2020 Q3	$85.6K	Hold	1,385	–	–	﹤0.01%	1120
2020 Q2	$82.4K	Buy	1,385 +15	+1%	+$856	0.01%	1068
2020 Q1	$73.2K	Buy	1,370 +70	+5%	+$4.34K	0.01%	1001
2019 Q4	$86.8K	Buy	1,300 +900	+225%	+$58.8K	0.01%	1111
2019 Q3	$25.2K	Hold	400	–	–	﹤0.01%	1568
2019 Q2	$25.2K	Hold	400	–	–	﹤0.01%	1582
2019 Q1	$24.9K	Hold	400	–	–	﹤0.01%	1503
2018 Q4	$22.6K	Hold	400	–	–	﹤0.01%	1324
2018 Q3	$25.7K	Hold	400	–	–	﹤0.01%	1395
2018 Q2	$25.1K	Hold	400	–	–	﹤0.01%	1374
2018 Q1	$25.9K	Hold	400	–	–	﹤0.01%	1293
2017 Q4	$26K	Buy	+400	New	+$25.7K	﹤0.01%	1235

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

SAM

Silverhawk Asset Management Scottsdale, Arizona $122M AUM 10.95% 1-Year Est. Return

American Portfolios Advisors's QEFA Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 2.8% in Q3 2022, selling an estimated $2.47K and leaving 1,395 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

American Portfolios Advisors first reported a position in QEFA in Q4 2017 and has held it in 20 quarters since. The position peaked at $111K in Q4 2021. 92 funds tracked by Wall St. Rank hold QEFA as of Q3 2022.

American Portfolios Advisors held 1,395 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $77.8K as of Q3 2022.
American Portfolios Advisors sold 40 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2022, an estimated $2.47K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1487 holding.
American Portfolios Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $111K in Q4 2021.
92 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.