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MBE Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

MBE Wealth Management’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
-985
Closed -$52K – 399
2020
Q1 		$52K Buy
+985
New +$61K 0.05% 121

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBE Wealth Management's QEFA Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2020, closing a stake of 985 shares — an estimated $52K sold.

MBE Wealth Management first reported a position in QEFA in Q1 2020 and held it in 1 quarter. The position peaked at $52K in Q1 2020. 59 funds tracked by Wall St. Rank hold QEFA as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 985 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2020, an estimated $52K.
  • MBE Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $52K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.