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Beacon Bridge Wealth Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		– Sell
-4,234
Closed -$271K – 93
2022
Q4 		$271K Buy
+4,234
New +$261K 0.2% 71

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Envestnet Asset Management
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FEG
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FHB
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SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Beacon Bridge Wealth Partners's QEFA Position: Q1 2023 in Review

Beacon Bridge Wealth Partners sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2023, closing a stake of 4,234 shares — an estimated $271K sold.

Beacon Bridge Wealth Partners first reported a position in QEFA in Q4 2022 and held it in 1 quarter. The position peaked at $271K in Q4 2022. 106 funds tracked by Wall St. Rank hold QEFA as of Q1 2023.

  • Beacon Bridge Wealth Partners reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 4,234 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2023, an estimated $271K.
  • Beacon Bridge Wealth Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Bridge Wealth Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $271K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2023, filed 8 May 2023.