Stonehearth Capital Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Stonehearth Capital 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
2019 Q4	–	Sell	-4,501	Closed	-$284K	–	61
2019 Q3	$284K	Buy	4,501 +297	+7%	+$18.5K	0.21%	47
2019 Q2	$265K	Buy	4,204 +471	+13%	+$29.3K	0.19%	47
2019 Q1	$233K	Buy	3,733 +119	+3%	+$7.17K	0.18%	45
2018 Q4	$204K	Buy	+3,614	New	+$215K	0.17%	47

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 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

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

JFA

Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Stonehearth Capital Management's QEFA Position: Q4 2019 in Review

Stonehearth Capital Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2019, closing a stake of 4,501 shares — an estimated $284K sold.

Stonehearth Capital Management first reported a position in QEFA in Q4 2018 and held it in 4 quarters. The position peaked at $284K in Q3 2019. 57 funds tracked by Wall St. Rank hold QEFA as of Q4 2019.

Stonehearth Capital Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2019 after selling out during the quarter.
Stonehearth Capital Management sold 4,501 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2019, an estimated $284K.
Stonehearth Capital Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2018 and held it in 4 quarters.
Stonehearth Capital Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $284K in Q3 2019.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2019.

Based on Stonehearth Capital Management's 13F filing for Q4 2019, filed 15 Jan 2020.