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

Red Door 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
2021 Q3	–	Sell	-197	Closed	-$14K	–	486
2021 Q2	$14K	Buy	+197	New	+$14.8K	0.01%	405
2020 Q3	–	Sell	-239	Closed	-$14K	–	333
2020 Q2	$14K	Hold	239	–	–	0.01%	290
2020 Q1	$12K	Buy	+239	New	+$14.8K	0.01%	277

Other funds holding QEFA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Red Door Wealth Management's QEFA Position: Q3 2021 in Review

Red Door Wealth Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2021, closing a stake of 197 shares — an estimated $14K sold.

Red Door Wealth Management first reported a position in QEFA in Q1 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 76 funds tracked by Wall St. Rank hold QEFA as of Q3 2021.

Red Door Wealth Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 197 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2021, an estimated $14K.
Red Door Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $14K in Q2 2021.
76 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.