Concord Wealth Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-27	Closed	-$1.81K	–	972
2023 Q3	$1.81K	Buy	+27	New	+$1.87K	﹤0.01%	882
2023 Q1	–	Sell	-219	Closed	-$14K	–	1168
2022 Q4	$14K	Buy	+219	New	+$13.5K	﹤0.01%	585

Other funds holding QEFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

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

Concord Wealth Partners's QEFA Position: Q4 2023 in Review

Concord Wealth Partners sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2023, closing a stake of 27 shares — an estimated $1.81K sold.

Concord Wealth Partners first reported a position in QEFA in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 115 funds tracked by Wall St. Rank hold QEFA as of Q4 2023.

Concord Wealth Partners reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 27 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2023, an estimated $1.81K.
Concord Wealth Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and held it in 2 quarters.
Concord Wealth Partners's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $14K in Q4 2022.
115 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.