Cascade Investment Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Cascade Investment Advisors’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
2020 Q4	–	Sell	-190	Closed	-$11.7K	–	263
2020 Q3	$11.7K	Hold	190	–	–	0.01%	214
2020 Q2	$11.3K	Hold	190	–	–	0.01%	210
2020 Q1	$10.1K	Hold	190	–	–	0.01%	202
2019 Q4	$12.7K	Hold	190	–	–	0.01%	215
2019 Q3	$12K	Buy	+190	New	+$11.8K	0.01%	217

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

FHB

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cascade Investment Advisors's QEFA Position: Q4 2020 in Review

Cascade Investment Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2020, closing a stake of 190 shares — an estimated $11.7K sold.

Cascade Investment Advisors first reported a position in QEFA in Q3 2019 and held it in 5 quarters. The position peaked at $12.7K in Q4 2019. 63 funds tracked by Wall St. Rank hold QEFA as of Q4 2020.

Cascade Investment Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
Cascade Investment Advisors sold 190 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2020, an estimated $11.7K.
Cascade Investment Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2019 and held it in 5 quarters.
Cascade Investment Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $12.7K in Q4 2019.
63 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2020.

Based on Cascade Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.