Focus Financial Network’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Focus Financial Network’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 Q2	–	Sell	-16,499	Closed	-$881K	–	410
2020 Q1	$881K	Buy	16,499 +2,742	+20%	+$170K	0.12%	152
2019 Q4	$919K	Buy	+13,757	New	+$898K	0.11%	165

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FEG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAFM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Financial Network's QEFA Position: Q2 2020 in Review

Focus Financial Network sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2020, closing a stake of 16,499 shares — an estimated $881K sold.

Focus Financial Network first reported a position in QEFA in Q4 2019 and held it in 2 quarters. The position peaked at $919K in Q4 2019. 59 funds tracked by Wall St. Rank hold QEFA as of Q2 2020.

Focus Financial Network reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
Focus Financial Network sold 16,499 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2020, an estimated $881K.
Focus Financial Network first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2019 and held it in 2 quarters.
Focus Financial Network's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $919K in Q4 2019.
59 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2020.

Based on Focus Financial Network's 13F filing for Q2 2020, filed 24 Jul 2024.