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Center for Financial Planning’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-29
Closed -$2K – 638
2022
Q3 		$2K Buy
+29
New +$1.79K ﹤0.01% 548

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Center for Financial Planning's QEFA Position: Q4 2022 in Review

Center for Financial Planning sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in QEFA in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 101 funds tracked by Wall St. Rank hold QEFA as of Q4 2022.

  • Center for Financial Planning reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 29 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.