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Rockbridge Investment Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-78
Closed -$5.68K – 767
2022
Q1 		$5.68K Buy
+78
New +$5.7K ﹤0.01% 598

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Rockbridge Investment Management's QEFA Position: Q2 2022 in Review

Rockbridge Investment Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2022, closing a stake of 78 shares — an estimated $5.68K sold.

Rockbridge Investment Management first reported a position in QEFA in Q1 2022 and held it in 1 quarter. The position peaked at $5.68K in Q1 2022. 95 funds tracked by Wall St. Rank hold QEFA as of Q2 2022.

  • Rockbridge Investment Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 78 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2022, an estimated $5.68K.
  • Rockbridge Investment Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $5.68K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.