Raleigh Capital Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Raleigh Capital 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
2023 Q4	–	Sell	-297	Closed	-$19.9K	–	1160
2023 Q3	$19.9K	Hold	297	–	–	0.01%	398
2023 Q2	$20.8K	Buy	+297	New	+$20.9K	0.01%	382
2023 Q1	–	Sell	-3,898	Closed	-$250K	–	889
2022 Q4	$250K	Sell	3,898 -8	-0.2%	-$492	0.13%	152
2022 Q3	$218K	Sell	3,906 -8	-0.2%	-$494	0.13%	163
2022 Q2	$243K	Buy	3,914 +246	+7%	+$16.4K	0.14%	157
2022 Q1	$265K	Sell	3,668 -11	-0.3%	-$804	0.14%	155
2021 Q4	$282K	Buy	+3,679	New	+$282K	0.29%	79

Other funds holding QEFA

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Raleigh Capital Management's QEFA Position: Q4 2023 in Review

Raleigh Capital Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2023, closing a stake of 297 shares — an estimated $19.9K sold.

Raleigh Capital Management first reported a position in QEFA in Q4 2021 and held it in 7 quarters. The position peaked at $282K in Q4 2021. 115 funds tracked by Wall St. Rank hold QEFA as of Q4 2023.

Raleigh Capital Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 297 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2023, an estimated $19.9K.
Raleigh Capital Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2021 and held it in 7 quarters.
Raleigh Capital Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $282K in Q4 2021.
115 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.