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

Avantax 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
2025 Q2	$200K	Buy	+2,347	New	+$193K	﹤0.01%	2210
2021 Q4	–	Sell	-2,719	Closed	-$205K	–	1273
2021 Q3	$205K	Hold	2,719	–	–	﹤0.01%	1108
2021 Q2	$205K	Sell	2,719 -1,055	-28%	-$79.5K	﹤0.01%	1073
2021 Q1	$272K	Sell	3,774 -661	-15%	-$47.3K	0.01%	849
2020 Q4	$311K	Buy	4,435 +14	+0.3%	+$923	0.01%	706
2020 Q3	$273K	Sell	4,421 -834	-16%	-$51.7K	﹤0.01%	1071
2020 Q2	$313K	Buy	5,255 +33	+0.6%	+$1.88K	0.01%	616
2020 Q1	$278K	Buy	+5,222	New	+$323K	0.01%	608

Other funds holding QEFA

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

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

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

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

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return