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Hobart Private Capital’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Hobart Private Capital’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
2026
Q2 		$5.07M Sell
52,770
-75,586
-59% -$7.29M 0.87% 36
2026
Q1 		$12M Sell
128,356
-4,647
-3% -$441K 2.35% 15
2025
Q4 		$12.1M Sell
133,003
-18,275
-12% -$1.63M 2.35% 14
2025
Q3 		$13.3M Sell
151,278
-28,083
-16% -$2.42M 2.78% 11
2025
Q2 		$15.3M Buy
179,361
+54,383
+44% +$4.46M 3.47% 7
2025
Q1 		$9.87M Sell
124,978
-29,798
-19% -$2.3M 2.47% 14
2024
Q4 		$11.2M Buy
154,776
+3,982
+3% +$304K 2.79% 10
2024
Q3 		$12.1M Buy
150,794
+80,323
+114% +$6.23M 3.11% 7
2024
Q2 		$5.27M Sell
70,471
-43,953
-38% -$3.32M 1.5% 20
2024
Q1 		$8.71M Sell
114,424
-45,769
-29% -$3.38M 2.66% 12
2023
Q4 		$11.7M Sell
160,193
-40,190
-20% -$2.76M 3.88% 7
2023
Q3 		$13.4M Buy
200,383
+67,376
+51% +$4.67M 5.1% 4
2023
Q2 		$9.3M Sell
133,007
-2,010
-1% -$141K 3.46% 11
2023
Q1 		$9.36M Buy
+135,017
New +$9.14M 3.69% 11

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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return