Retirement Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Retirement Group’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
2024 Q1	$8.53K	Hold	112	–	–	﹤0.01%	496
2023 Q4	$8.19K	Buy	112 +1	+0.9%	+$69	﹤0.01%	474
2023 Q3	$7.43K	Hold	111	–	–	﹤0.01%	443
2023 Q2	$7.75K	Buy	111 +2	+2%	+$141	﹤0.01%	449
2023 Q1	$8K	Hold	109	–	–	﹤0.01%	432
2022 Q4	$7K	Buy	109 +1	+0.9%	+$62	﹤0.01%	404
2022 Q3	$6K	Hold	108	–	–	﹤0.01%	318
2022 Q2	$7K	Buy	108 +2	+2%	+$134	﹤0.01%	492
2022 Q1	$8K	Hold	106	–	–	﹤0.01%	500
2021 Q4	$8K	Buy	106 +1	+1%	+$77	﹤0.01%	475
2021 Q3	$8K	Hold	105	–	–	﹤0.01%	406
2021 Q2	$8K	Buy	105 +2	+2%	+$151	﹤0.01%	440
2021 Q1	$7K	Hold	103	–	–	﹤0.01%	518
2020 Q4	$7K	Hold	103	–	–	﹤0.01%	470
2020 Q3	$6K	Hold	103	–	–	﹤0.01%	472
2020 Q2	$6K	Buy	+103	New	+$5.88K	﹤0.01%	440
2019 Q4	$7K	Buy	+101	New	+$6.59K	﹤0.01%	416

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Group's QEFA Position: Q1 2024 in Review

Retirement Group held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q1 2024 at 112 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Retirement Group first reported a position in QEFA in Q4 2019 and has held it in 17 quarters since. 119 funds tracked by Wall St. Rank hold QEFA as of Q1 2024.

Retirement Group held 112 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $8.53K as of Q1 2024.
Retirement Group left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q1 2024.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #496 holding.
Retirement Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2019 and has held it in 17 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.