Frontier Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Frontier Wealth 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
2022 Q2	$244K	Hold	3,939	–	–	0.02%	330
2022 Q1	$278K	Hold	3,939	–	–	﹤0.01%	321
2021 Q4	$302K	Hold	3,939	–	–	0.02%	327
2021 Q3	$296K	Hold	3,939	–	–	0.02%	333
2021 Q2	$298K	Hold	3,939	–	–	0.02%	333
2021 Q1	$284K	Hold	3,939	–	–	0.02%	311
2020 Q4	$275K	Hold	3,939	–	–	0.02%	304
2020 Q3	$244K	Hold	3,939	–	–	0.02%	313
2020 Q2	$234K	Hold	3,939	–	–	0.02%	306
2020 Q1	$210K	Hold	3,939	–	–	0.03%	263
2019 Q4	$263K	Sell	3,939 -101	-3%	-$6.59K	0.04%	245
2019 Q3	$255K	Buy	4,040 +62	+2%	+$3.87K	0.04%	263
2019 Q2	$251K	Sell	3,978 -339	-8%	-$21.1K	0.04%	260
2019 Q1	$269K	Buy	+4,317	New	+$260K	0.04%	294

Other funds holding QEFA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FEG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

FHB

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Frontier Wealth Management's QEFA Position: Q2 2022 in Review

Frontier Wealth Management held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2022 at 3,939 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #330.

Frontier Wealth Management first reported a position in QEFA in Q1 2019 and has held it in 14 quarters since. The position peaked at $302K in Q4 2021. 95 funds tracked by Wall St. Rank hold QEFA as of Q2 2022.

Frontier Wealth Management held 3,939 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $244K as of Q2 2022.
Frontier Wealth Management left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2022.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #330 holding.
Frontier Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2019 and has held it in 14 quarters since.
Frontier Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $302K in Q4 2021.
95 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.