Sentinel Pension Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Sentinel Pension 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
2021 Q1	–	Sell	-3,913	Closed	-$273K	–	75
2020 Q4	$273K	Buy	3,913 +9	+0.2%	+$593	0.1%	66
2020 Q3	$241K	Hold	3,904	–	–	0.09%	75
2020 Q2	$232K	Sell	3,904 -458	-10%	-$26.1K	0.1%	67
2020 Q1	$233K	Buy	+4,362	New	+$270K	0.11%	62

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

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 $253M AUM 11.51% 1-Year Est. Return

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

MAFM

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Sentinel Pension Advisors's QEFA Position: Q1 2021 in Review

Sentinel Pension Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2021, closing a stake of 3,913 shares — an estimated $273K sold.

Sentinel Pension Advisors first reported a position in QEFA in Q1 2020 and held it in 4 quarters. The position peaked at $273K in Q4 2020. 75 funds tracked by Wall St. Rank hold QEFA as of Q1 2021.

Sentinel Pension Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2021 after selling out during the quarter.
Sentinel Pension Advisors sold 3,913 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2021, an estimated $273K.
Sentinel Pension Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2020 and held it in 4 quarters.
Sentinel Pension Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $273K in Q4 2020.
75 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2021.

Based on Sentinel Pension Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.