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TFC Financial Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

TFC Financial 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
2024
Q4 		– Sell
-1,361
Closed -$110K – 1016
2024
Q3 		$110K Buy
+1,361
New +$106K 0.02% 184

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TFC Financial Management's QEFA Position: Q4 2024 in Review

TFC Financial Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2024, closing a stake of 1,361 shares — an estimated $110K sold.

TFC Financial Management first reported a position in QEFA in Q3 2024 and held it in 1 quarter. The position peaked at $110K in Q3 2024. 120 funds tracked by Wall St. Rank hold QEFA as of Q4 2024.

  • TFC Financial Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
  • TFC Financial Management sold 1,361 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2024, an estimated $110K.
  • TFC Financial Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2024 and held it in 1 quarter.
  • TFC Financial Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $110K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.