Johanson Financial Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Johanson Financial 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
2020 Q2	–	Sell	-6,659	Closed	-$354K	–	97
2020 Q1	$354K	Sell	6,659 -432,455	-98%	-$26.8M	0.2%	70
2019 Q4	$6.58M	Buy	439,114 +432,839	+6,898%	+$28.3M	0.31%	51
2019 Q3	$394K	Hold	6,275	–	–	0.21%	71
2019 Q2	$394K	Sell	6,275 -689	-10%	-$42.9K	0.21%	72
2019 Q1	$433K	Buy	6,964 +1,327	+24%	+$80K	0.24%	72
2018 Q4	$320K	Buy	+5,637	New	+$335K	0.22%	73

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Johanson Financial Advisors's QEFA Position: Q2 2020 in Review

Johanson Financial Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2020, closing a stake of 6,659 shares — an estimated $354K sold.

Johanson Financial Advisors first reported a position in QEFA in Q4 2018 and held it in 6 quarters. The position peaked at $6.58M in Q4 2019. 59 funds tracked by Wall St. Rank hold QEFA as of Q2 2020.

Johanson Financial Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
Johanson Financial Advisors sold 6,659 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2020, an estimated $354K.
Johanson Financial Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 6 quarters.
Johanson Financial Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $6.58M in Q4 2019.
59 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2020.

Based on Johanson Financial Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.