Centricity Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Centricity Wealth Management’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
2025 Q2	$57.2K	Hold	670	–	–	0.05%	157
2025 Q1	$52.9K	Hold	670	–	–	0.05%	164
2024 Q4	$48.6K	Buy	+670	New	+$51.1K	0.05%	171

Other funds holding QEFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return