LA
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LexAurum Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

LexAurum 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
2022
Q1 		– Sell
-29,409
Closed -$2.26M – 278
2021
Q4 		$2.26M Buy
29,409
+3,592
+14% +$275K 0.73% 29
2021
Q3 		$1.94M Buy
25,817
+2,328
+10% +$180K 0.57% 48
2021
Q2 		$1.78M Sell
23,489
-1,166
-5% -$87.8K 0.53% 51
2021
Q1 		$1.78M Buy
24,655
+56
+0.2% +$4K 0.61% 43
2020
Q4 		$1.72M Buy
24,599
+2,143
+10% +$141K 0.62% 40
2020
Q3 		$1.39M Buy
22,456
+4,320
+24% +$268K 0.57% 34
2020
Q2 		$1.08M Buy
18,136
+1,338
+8% +$76.4K 0.59% 38
2020
Q1 		$897K Buy
16,798
+5,509
+49% +$341K 0.62% 38
2019
Q4 		$754K Buy
11,289
+1,529
+16% +$99.8K 0.37% 63
2019
Q3 		$615K Buy
9,760
+516
+6% +$32.2K 0.36% 69
2019
Q2 		$583K Buy
9,244
+1,167
+14% +$72.7K 0.36% 70
2019
Q1 		$503K Buy
8,077
+366
+5% +$22.1K 0.33% 70
2018
Q4 		$436K Buy
7,711
+2,385
+45% +$142K 0.34% 71
2018
Q3 		$342K Buy
5,326
+1,884
+55% +$120K 0.24% 97
2018
Q2 		$216K Sell
3,442
-19
-0.5% -$1.23K 0.19% 122
2018
Q1 		$224K Buy
3,461
+69
+2% +$4.53K 0.19% 120
2017
Q4 		$228K Buy
+3,392
New +$218K 0.21% 127

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LexAurum Advisors's QEFA Position: Q1 2022 in Review

LexAurum Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2022, closing a stake of 29,409 shares — an estimated $2.26M sold.

LexAurum Advisors first reported a position in QEFA in Q4 2017 and held it in 17 quarters. The position peaked at $2.26M in Q4 2021. 96 funds tracked by Wall St. Rank hold QEFA as of Q1 2022.

  • LexAurum Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2022 after selling out during the quarter.
  • LexAurum Advisors sold 29,409 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2022, an estimated $2.26M.
  • LexAurum Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2017 and held it in 17 quarters.
  • LexAurum Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2.26M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2022.

Based on LexAurum Advisors's 13F filing for Q1 2022, filed 4 May 2022.