Sweet Financial Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Sweet Financial Partners’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
2024 Q3	$3.86M	Hold	47,962	–	–	0.84%	20
2024 Q2	$3.58M	Hold	47,962	–	–	0.82%	20
2024 Q1	$3.65M	Buy	47,962 +137	+0.3%	+$10.1K	0.84%	17
2023 Q4	$3.5M	Buy	47,825 +2,410	+5%	+$166K	0.83%	19
2023 Q3	$3.04M	Hold	45,415	–	–	0.81%	20
2023 Q2	$3.18M	Buy	+45,415	New	+$3.19M	0.83%	17

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return