Steward Partners Investment Advisory’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Steward Partners Investment Advisory’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	-88	Closed	-$5.64K	–	3399
2022 Q4	$5.64K	Buy	+88	New	+$5.42K	﹤0.01%	2736
2020 Q2	–	Sell	-500	Closed	-$26K	–	2732
2020 Q1	$26K	Hold	500	–	–	﹤0.01%	1510
2019 Q4	$33K	Hold	500	–	–	﹤0.01%	1570
2019 Q3	$31K	Buy	+500	New	+$31.2K	﹤0.01%	1565

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

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

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Steward Partners Investment Advisory's QEFA Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2023, closing a stake of 88 shares — an estimated $5.64K sold.

Steward Partners Investment Advisory first reported a position in QEFA in Q3 2019 and held it in 4 quarters. The position peaked at $33K in Q4 2019. 106 funds tracked by Wall St. Rank hold QEFA as of Q1 2023.

Steward Partners Investment Advisory reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 88 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2023, an estimated $5.64K.
Steward Partners Investment Advisory first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2019 and held it in 4 quarters.
Steward Partners Investment Advisory's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $33K in Q4 2019.
106 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.