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

SRH 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
2023
Q1 		– Sell
-257
Closed -$16K – 296
2022
Q4 		$16K Hold
257
– – 0.01% 169
2022
Q3 		$14K Buy
+257
New +$15.9K 0.02% 188

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

SRH Advisors's QEFA Position: Q1 2023 in Review

SRH Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2023, closing a stake of 257 shares — an estimated $16K sold.

SRH Advisors first reported a position in QEFA in Q3 2022 and held it in 2 quarters. The position peaked at $16K in Q4 2022. 106 funds tracked by Wall St. Rank hold QEFA as of Q1 2023.

  • SRH Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
  • SRH Advisors sold 257 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2023, an estimated $16K.
  • SRH Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2022 and held it in 2 quarters.
  • SRH Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $16K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2023.

Based on SRH Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.