CFS Investment Advisory Services’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

CFS Investment Advisory Services’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	-49,263	Closed	-$1K	–	228
2022 Q3	$1K	Buy	+49,263	New	+$3.04M	﹤0.01%	207
2022 Q2	–	Sell	-103,780	Closed	-$1K	–	456
2022 Q1	$1K	Buy	+103,780	New	+$7.58M	﹤0.01%	380

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

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CFS Investment Advisory Services's QEFA Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2022, closing a stake of 49,263 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in QEFA in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 101 funds tracked by Wall St. Rank hold QEFA as of Q4 2022.

CFS Investment Advisory Services reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 49,263 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2022, an estimated $1K.
CFS Investment Advisory Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2022 and held it in 2 quarters.
CFS Investment Advisory Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1K in Q3 2022.
101 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.