Evergreen Private Wealth’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87M | Buy |
103,890
+5,532
| +6% | +$472K | 3.71% | 3 |
|
|
2025
Q1 | $7.77M | Buy |
98,358
+14,023
| +17% | +$1.11M | 3.63% | 4 |
|
|
2024
Q4 | $6.12M | Buy |
84,335
+336
| +0.4% | +$24.4K | 2.87% | 12 |
|
|
2024
Q3 | $6.76M | Buy |
83,999
+862
| +1% | +$69.4K | 3.13% | 4 |
|
|
2024
Q2 | $6.21M | Buy |
83,137
+1,524
| +2% | +$114K | 3.06% | 6 |
|
|
2024
Q1 | $6.21M | Buy |
81,613
+11,858
| +17% | +$902K | 3.11% | 4 |
|
|
2023
Q4 | $5.1M | Buy |
+69,755
| New | +$5.1M | 2.75% | 13 |
|