Bessemer Group
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Bessemer Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Bessemer Group’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
Q1 		– Sell
-20
Closed -$1K – 2171
2023
Q4 		$1K Hold
20
– – ﹤0.01% 2104
2023
Q3 		$1K Hold
20
– – ﹤0.01% 2110
2023
Q2 		$1K Hold
20
– – ﹤0.01% 2208
2023
Q1 		$1K Hold
20
– – ﹤0.01% 1876
2022
Q4 		$1K Hold
20
– – ﹤0.01% 1826
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1982
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1827
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1787
2021
Q4 		$2K Hold
20
– – ﹤0.01% 1774
2021
Q3 		$2K Buy
+20
New +$1.55K ﹤0.01% 1604

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
Envestnet Asset Management
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bessemer Group's QEFA Position: Q1 2024 in Review

Bessemer Group sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2024, closing a stake of 20 shares — an estimated $1K sold.

Bessemer Group first reported a position in QEFA in Q3 2021 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 119 funds tracked by Wall St. Rank hold QEFA as of Q1 2024.

  • Bessemer Group reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
  • Bessemer Group sold 20 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2024, an estimated $1K.
  • Bessemer Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2021 and held it in 10 quarters.
  • Bessemer Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.