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Bartlett & Co Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Bartlett & Co Wealth Management’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
2024
Q3 		– Sell
-145
Closed -$10.8K – 1151
2024
Q2 		$10.8K Buy
+145
New +$10.9K ﹤0.01% 910

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Bartlett & Co Wealth Management's QEFA Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2024, closing a stake of 145 shares — an estimated $10.8K sold.

Bartlett & Co Wealth Management first reported a position in QEFA in Q2 2024 and held it in 1 quarter. The position peaked at $10.8K in Q2 2024. 121 funds tracked by Wall St. Rank hold QEFA as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 145 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2024, an estimated $10.8K.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $10.8K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.