Baystate Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Baystate 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
2023 Q4	$1.67K	Hold	22	–	–	﹤0.01%	1094
2023 Q3	$1.52K	Hold	22	–	–	﹤0.01%	846
2023 Q2	$1.58K	Hold	22	–	–	﹤0.01%	879
2023 Q1	$1.54K	Sell	22 -30	-58%	-$2.03K	﹤0.01%	875
2022 Q4	$3K	Buy	+52	New	+$3.2K	﹤0.01%	754

Other funds holding QEFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

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

Baystate Wealth Management's QEFA Position: Q4 2023 in Review

Baystate Wealth Management held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q4 2023 at 22 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Baystate Wealth Management first reported a position in QEFA in Q4 2022 and has held it in 5 quarters since. The position peaked at $3K in Q4 2022. 115 funds tracked by Wall St. Rank hold QEFA as of Q4 2023.

Baystate Wealth Management held 22 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $1.67K as of Q4 2023.
Baystate Wealth Management left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q4 2023.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1094 holding.
Baystate Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and has held it in 5 quarters since.
Baystate Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $3K in Q4 2022.
115 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.