Belpointe Asset Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-73	Closed	-$5.06K	–	2683
2023 Q1	$5.06K	Hold	73	–	–	﹤0.01%	3012
2022 Q4	$4.68K	Buy	+73	New	+$4.49K	﹤0.01%	2957

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

GVAG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's QEFA Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2023, closing a stake of 73 shares — an estimated $5.06K sold.

Belpointe Asset Management first reported a position in QEFA in Q4 2022 and held it in 2 quarters. The position peaked at $5.06K in Q1 2023. 111 funds tracked by Wall St. Rank hold QEFA as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 73 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2023, an estimated $5.06K.
Belpointe Asset Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $5.06K in Q1 2023.
111 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.