CL
QEFA icon

COWA LLC’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

COWA LLC’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
2021
Q2 		– Sell
-1,170
Closed -$86K – 277
2021
Q1 		$86K Buy
+1,170
New +$83.6K 0.05% 165

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

COWA LLC's QEFA Position: Q2 2021 in Review

COWA LLC sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2021, closing a stake of 1,170 shares — an estimated $86K sold.

COWA LLC first reported a position in QEFA in Q1 2021 and held it in 1 quarter. The position peaked at $86K in Q1 2021. 77 funds tracked by Wall St. Rank hold QEFA as of Q2 2021.

  • COWA LLC reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2021 after selling out during the quarter.
  • COWA LLC sold 1,170 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2021, an estimated $86K.
  • COWA LLC first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2021 and held it in 1 quarter.
  • COWA LLC's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $86K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.