GeoWealth Management’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89 | Sell |
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|
2025
Q1 | $928K | Sell |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $960K | Sell |
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|
2024
Q1 | $983K | Buy |
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|
2023
Q4 | $932K | Buy |
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|
2023
Q3 | $63K | Buy |
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|
2023
Q2 | $26K | Buy |
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|
2023
Q1 | $26K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $107K | Sell |
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|
2020
Q4 | $163K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $549K | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $4.98M | Buy |
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|
2019
Q2 | $907K | Buy |
|