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Arete Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Arete Wealth 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
2019
Q2 		– Sell
-3,665
Closed -$228K – 414
2019
Q1 		$228K Buy
+3,665
New +$221K 0.05% 333

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Arete Wealth Advisors's QEFA Position: Q2 2019 in Review

Arete Wealth Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2019, closing a stake of 3,665 shares — an estimated $228K sold.

Arete Wealth Advisors first reported a position in QEFA in Q1 2019 and held it in 1 quarter. The position peaked at $228K in Q1 2019. 46 funds tracked by Wall St. Rank hold QEFA as of Q2 2019.

  • Arete Wealth Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,665 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2019, an estimated $228K.
  • Arete Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2019 and held it in 1 quarter.
  • Arete Wealth Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $228K in Q1 2019.
  • 46 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2019.

Based on Arete Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.