Johnson & White Wealth Management’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
44,282
-1,585
| -3% | -$135K | 1.9% | 17 |
|
|
2025
Q1 | $3.62M | Sell |
45,867
-6,338
| -12% | -$500K | 2.03% | 15 |
|
|
2024
Q4 | $3.78M | Sell |
52,205
-4,642
| -8% | -$336K | 2.29% | 15 |
|
|
2024
Q3 | $4.58M | Sell |
56,847
-3,204
| -5% | -$258K | 3.94% | 10 |
|
|
2024
Q2 | $4.49M | Sell |
60,051
-1,796
| -3% | -$134K | 4.29% | 8 |
|
|
2024
Q1 | $4.71M | Sell |
61,847
-3,050
| -5% | -$232K | 3.42% | 8 |
|
|
2023
Q4 | $4.74M | Sell |
64,897
-1,227
| -2% | -$89.7K | 3.93% | 6 |
|
|
2023
Q3 | $4.43M | Buy |
66,124
+4,126
| +7% | +$277K | 4.01% | 7 |
|
|
2023
Q2 | $4.34M | Sell |
61,998
-2,496
| -4% | -$175K | 5.94% | 6 |
|
|
2023
Q1 | $4.47M | Buy |
+64,494
| New | +$4.47M | 3.98% | 8 |
|