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Bogart Wealth LLC’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Bogart Wealth LLC’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
-5
Closed -$365 – 1105
2023
Q4 		$365 Buy
+5
New +$344 ﹤0.01% 1014

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 $253M AUM 11.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bogart Wealth LLC's QEFA Position: Q1 2024 in Review

Bogart Wealth LLC sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2024, closing a stake of 5 shares — an estimated $365 sold.

Bogart Wealth LLC first reported a position in QEFA in Q4 2023 and held it in 1 quarter. The position peaked at $365 in Q4 2023. 119 funds tracked by Wall St. Rank hold QEFA as of Q1 2024.

  • Bogart Wealth LLC reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 5 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2024, an estimated $365.
  • Bogart Wealth LLC first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $365 in Q4 2023.
  • 119 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.