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FGG
Financial Guidance Group’s
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
Stock Holding History
Financial Guidance Group’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
2026
Q1
$13.8M
Buy
148,153
+3,761
+3%
+$357K
5.55%
3
2025
Q4
$13.1M
Buy
144,392
+4,477
+3%
+$398K
5.36%
4
2025
Q3
$12.3M
Buy
139,915
+3,041
+2%
+$262K
5.51%
4
2025
Q2
$11.7M
Buy
136,874
+7,486
+6%
+$614K
5.67%
4
2025
Q1
$10.2M
Buy
129,388
+4,203
+3%
+$325K
5.52%
5
2024
Q4
$9.08M
Sell
125,185
-346
-0.3%
-$26.4K
4.97%
6
2024
Q3
$10.1M
Sell
125,531
-43
-0%
-$3.34K
5.9%
5
2024
Q2
$9.39M
Buy
125,574
+7,736
+7%
+$584K
5.77%
5
2024
Q1
$8.97M
Sell
117,838
-703
-0.6%
-$51.8K
5.82%
6
2023
Q4
$8.66M
Sell
118,541
-4,891
-4%
-$336K
6.02%
5
2023
Q3
$8.27M
Buy
123,432
+46,915
+61%
+$3.25M
6.23%
4
2023
Q2
$5.35M
Sell
76,517
-80
-0.1%
-$5.62K
3.93%
9
2023
Q1
$5.31M
Buy
76,597
+265
+0.3%
+$17.9K
4.04%
9
2022
Q4
$4.89M
Sell
76,332
-512
-0.7%
-$31.5K
3.98%
10
2022
Q3
$4.29M
Sell
76,844
-68,991
-47%
-$4.26M
3.44%
12
2022
Q2
$9.04M
Buy
145,835
+5,463
+4%
+$365K
7.1%
3
2022
Q1
$10.1M
Buy
+140,372
New
+$10.3M
6.97%
5
Other funds holding QEFA
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
IDA
Intelligence Driven Advisers
Carlsbad, California
$574M AUM
16.47%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CI
CX Institutional
Auburn, Indiana
$3.46B AUM
21.89%
1-Year Est. Return
GVAG
Great Valley Advisor Group
Wilmington, Delaware
$5.5B AUM
20.56%
1-Year Est. Return
SI
SimpliFi Inc
San Diego, California
$238M AUM
9.19%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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