ETrade Capital Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

ETrade Capital 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
2020 Q3	$25.8M	Buy	416,448 +64,698	+18%	+$4.01M	0.48%	38
2020 Q2	$20.9M	Buy	+351,750	New	+$20.1M	0.44%	40

Other funds holding QEFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

ETrade Capital Management's QEFA Position: Q3 2020 in Review

ETrade Capital Management increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 18% in Q3 2020, buying an estimated $4.01M and bringing the position to 416,448 shares worth $25.8M. The position accounts for 0.48% of the portfolio, ranked #38.

ETrade Capital Management first reported a position in QEFA in Q2 2020 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold QEFA as of Q3 2020.

ETrade Capital Management held 416,448 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $25.8M as of Q3 2020.
ETrade Capital Management bought 64,698 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2020, an estimated $4.01M.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.48% of ETrade Capital Management's portfolio in Q3 2020, its #38 holding.
ETrade Capital Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2020 and has held it in 2 quarters since.
67 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.