Ameritas Advisory Services’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-6,357	Closed	-$355K	–	902
2022 Q3	$355K	Sell	6,357 -1,934	-23%	-$119K	0.02%	533
2022 Q2	$514K	Sell	8,291 -7,505	-48%	-$502K	0.03%	444
2022 Q1	$1.14M	Buy	15,796 +3,567	+29%	+$261K	0.04%	312
2021 Q4	$939K	Buy	+12,229	New	+$936K	0.03%	348

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

FEG

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

FHB

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ameritas Advisory Services's QEFA Position: Q4 2022 in Review

Ameritas Advisory Services sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2022, closing a stake of 6,357 shares — an estimated $355K sold.

Ameritas Advisory Services first reported a position in QEFA in Q4 2021 and held it in 4 quarters. The position peaked at $1.14M in Q1 2022. 101 funds tracked by Wall St. Rank hold QEFA as of Q4 2022.

Ameritas Advisory Services reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
Ameritas Advisory Services sold 6,357 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2022, an estimated $355K.
Ameritas Advisory Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.14M in Q1 2022.
101 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2022.

Based on Ameritas Advisory Services's 13F filing for Q4 2022, filed 10 Feb 2023.