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HBC Financial Services’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

HBC Financial Services’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
2023
Q4 		– Sell
-154
Closed -$10K – 196
2023
Q3 		$10K Hold
154
– – 0.01% 114
2023
Q2 		$11K Buy
+154
New +$10.8K 0.01% 106

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

HBC Financial Services's QEFA Position: Q4 2023 in Review

HBC Financial Services sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2023, closing a stake of 154 shares — an estimated $10K sold.

HBC Financial Services first reported a position in QEFA in Q2 2023 and held it in 2 quarters. The position peaked at $11K in Q2 2023. 115 funds tracked by Wall St. Rank hold QEFA as of Q4 2023.

  • HBC Financial Services reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 154 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2023, an estimated $10K.
  • HBC Financial Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2023 and held it in 2 quarters.
  • HBC Financial Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $11K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.