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Intergy Private Wealth’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Intergy Private Wealth’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
2022
Q3 		– Sell
-7,271
Closed -$451K – 67
2022
Q2 		$451K Buy
+7,271
New +$486K 0.36% 42

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
SAM
Silverhawk Asset Management Scottsdale, Arizona $122M AUM 10.95% 1-Year Est. Return

Intergy Private Wealth's QEFA Position: Q3 2022 in Review

Intergy Private Wealth sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2022, closing a stake of 7,271 shares — an estimated $451K sold.

Intergy Private Wealth first reported a position in QEFA in Q2 2022 and held it in 1 quarter. The position peaked at $451K in Q2 2022. 92 funds tracked by Wall St. Rank hold QEFA as of Q3 2022.

  • Intergy Private Wealth reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 7,271 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2022, an estimated $451K.
  • Intergy Private Wealth first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2022 and held it in 1 quarter.
  • Intergy Private Wealth's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $451K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2022.

Based on Intergy Private Wealth's 13F filing for Q3 2022, filed 19 Oct 2022.