Atomi Financial Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Atomi Financial Group’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
2025 Q3	–	Sell	-8,661	Closed	-$739K	–	1228
2025 Q2	$739K	Buy	+8,661	New	+$711K	0.03%	440

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management

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

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return