Financial Advocates Investment Management’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 | $228K | Buy |
2,670
+72
| +3% | +$6.14K | 0.02% | 558 |
|
|
2025
Q1 | $205K | Buy |
+2,598
| New | +$205K | 0.01% | 665 |
|
|
2024
Q4 | – | Sell |
-2,768
| Closed | -$223K | – | 779 |
|
|
2024
Q3 | $223K | Hold |
2,768
| – | – | 0.01% | 687 |
|
|
2024
Q2 | $207K | Sell |
2,768
-178
| -6% | -$13.3K | 0.01% | 664 |
|
|
2024
Q1 | $224K | Buy |
+2,946
| New | +$224K | 0.01% | 685 |
|
|
2023
Q2 | – | Sell |
-4,429
| Closed | -$307K | – | 753 |
|
|
2023
Q1 | $307K | Sell |
4,429
-75,843
| -94% | -$5.26M | 0.02% | 542 |
|
|
2022
Q4 | $5.15M | Buy |
+80,272
| New | +$5.15M | 0.38% | 63 |
|
|
2021
Q4 | – | Sell |
-63,842
| Closed | -$4.8M | – | 796 |
|
|
2021
Q3 | $4.8M | Buy |
+63,842
| New | +$4.8M | 0.32% | 69 |
|
|
2021
Q2 | – | Sell |
-48,585
| Closed | -$3.5M | – | 799 |
|
|
2021
Q1 | $3.5M | Buy |
+48,585
| New | +$3.5M | 0.25% | 82 |
|
|
2020
Q4 | – | Sell |
-36,790
| Closed | -$2.28M | – | 730 |
|
|
2020
Q3 | $2.28M | Buy |
+36,790
| New | +$2.28M | 0.19% | 103 |
|