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HHM Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

HHM Wealth Advisors’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
-94
Closed -$6.3K – 806
2023
Q3 		$6.3K Hold
94
– – ﹤0.01% 596
2023
Q2 		$6.57K Hold
94
– – ﹤0.01% 617
2023
Q1 		$6.52K Buy
+94
New +$6.36K ﹤0.01% 597

Other funds holding QEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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 $837M AUM 21.63% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

HHM Wealth Advisors's QEFA Position: Q4 2023 in Review

HHM Wealth Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2023, closing a stake of 94 shares — an estimated $6.3K sold.

HHM Wealth Advisors first reported a position in QEFA in Q1 2023 and held it in 3 quarters. The position peaked at $6.57K in Q2 2023. 115 funds tracked by Wall St. Rank hold QEFA as of Q4 2023.

  • HHM Wealth Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 94 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2023, an estimated $6.3K.
  • HHM Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $6.57K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.