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QEFA icon

BRR OpCo’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

BRR OpCo’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
2022
Q3 		– Sell
-3,280
Closed -$203K – 230
2022
Q2 		$203K Buy
+3,280
New +$219K 0.02% 196

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
SAM
Silverhawk Asset Management Scottsdale, Arizona $122M AUM 10.95% 1-Year Est. Return

BRR OpCo's QEFA Position: Q3 2022 in Review

BRR OpCo sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2022, closing a stake of 3,280 shares — an estimated $203K sold.

BRR OpCo first reported a position in QEFA in Q2 2022 and held it in 1 quarter. The position peaked at $203K in Q2 2022. 92 funds tracked by Wall St. Rank hold QEFA as of Q3 2022.

  • BRR OpCo reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2022 after selling out during the quarter.
  • BRR OpCo sold 3,280 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2022, an estimated $203K.
  • BRR OpCo first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2022 and held it in 1 quarter.
  • BRR OpCo's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $203K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.