Golden State Wealth 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 | $1.12M | Buy |
13,066
+461
| +4% | +$39.3K | 0.14% | 131 |
|
|
2025
Q1 | $995K | Buy |
12,605
+906
| +8% | +$71.5K | 0.15% | 122 |
|
|
2024
Q4 | $848K | Buy |
+11,699
| New | +$848K | 0.13% | 135 |
|
|
2022
Q1 | – | Sell |
-3,749
| Closed | -$288K | – | 351 |
|
|
2021
Q4 | $288K | Buy |
3,749
+4
| +0.1% | +$307 | 0.05% | 292 |
|
|
2021
Q3 | $281K | Hold |
3,745
| – | – | 0.06% | 244 |
|
|
2021
Q2 | $283K | Buy |
+3,745
| New | +$283K | 0.06% | 236 |
|
|
2020
Q2 | – | Sell |
-230
| Closed | -$12K | – | 707 |
|
|
2020
Q1 | $12K | Buy |
+230
| New | +$12K | 0.01% | 592 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$7K | – | 700 |
|
|
2019
Q3 | $7K | Sell |
110
-2,086
| -95% | -$133K | ﹤0.01% | 810 |
|
|
2019
Q2 | $138K | Sell |
2,196
-177
| -7% | -$11.1K | 0.04% | 282 |
|
|
2019
Q1 | $148K | Buy |
+2,373
| New | +$148K | 0.05% | 262 |
|