Creative Financial Designs’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Creative Financial Designs’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	-42,065	Closed	-$3.03M	–	1434
2021 Q1	$3.03M	Buy	+42,065	New	+$3.01M	0.59%	35
2019 Q4	–	Sell	-115	Closed	-$7K	–	609
2019 Q3	$7K	Buy	+115	New	+$7.17K	﹤0.01%	447

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs's QEFA Position: Q2 2021 in Review

Creative Financial Designs sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2021, closing a stake of 42,065 shares — an estimated $3.03M sold.

Creative Financial Designs first reported a position in QEFA in Q3 2019 and held it in 2 quarters. The position peaked at $3.03M in Q1 2021. 77 funds tracked by Wall St. Rank hold QEFA as of Q2 2021.

Creative Financial Designs reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2021 after selling out during the quarter.
Creative Financial Designs sold 42,065 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2021, an estimated $3.03M.
Creative Financial Designs first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2019 and held it in 2 quarters.
Creative Financial Designs's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $3.03M in Q1 2021.
77 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.