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Outlook Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Outlook Wealth 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
2023
Q1 		– Sell
-29,675
Closed -$1.9M – 196
2022
Q4 		$1.9M Sell
29,675
-157
-0.5% -$9.66K 0.9% 24
2022
Q3 		$1.66M Sell
29,832
-663
-2% -$40.9K 0.75% 33
2022
Q2 		$1.89M Sell
30,495
-1,324
-4% -$88.5K 0.77% 31
2022
Q1 		$2.3M Sell
31,819
-368
-1% -$26.9K 0.77% 25
2021
Q4 		$2.47M Sell
32,187
-372
-1% -$28.5K 0.73% 28
2021
Q3 		$2.45M Sell
32,559
-191
-0.6% -$14.8K 0.8% 30
2021
Q2 		$2.48M Sell
32,750
-618
-2% -$46.6K 0.79% 33
2021
Q1 		$2.4M Sell
33,368
-607
-2% -$43.4K 0.84% 31
2020
Q4 		$2.37M Sell
33,975
-720
-2% -$47.5K 0.86% 26
2020
Q3 		$2.15M Sell
34,695
-2,292
-6% -$142K 0.85% 25
2020
Q2 		$2.2M Sell
36,987
-2,305
-6% -$132K 0.93% 25
2020
Q1 		$2.1M Sell
39,292
-813
-2% -$50.4K 1.19% 20
2019
Q4 		$2.68M Sell
40,105
-7,891
-16% -$515K 1.51% 17
2019
Q3 		$3.03M Buy
47,996
+392
+0.8% +$24.4K 1.8% 11
2019
Q2 		$3M Sell
47,604
-3,846
-7% -$239K 1.98% 9
2019
Q1 		$3.21M Buy
+51,450
New +$3.1M 2.64% 9

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Outlook Wealth Advisors's QEFA Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2023, closing a stake of 29,675 shares — an estimated $1.9M sold.

Outlook Wealth Advisors first reported a position in QEFA in Q1 2019 and held it in 16 quarters. The position peaked at $3.21M in Q1 2019. 106 funds tracked by Wall St. Rank hold QEFA as of Q1 2023.

  • Outlook Wealth Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 29,675 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2023, an estimated $1.9M.
  • Outlook Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2019 and held it in 16 quarters.
  • Outlook Wealth Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $3.21M in Q1 2019.
  • 106 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.