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

Tidemark’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
Q2 		– Sell
-89
Closed -$6.77K – 704
2024
Q1 		$6.77K Sell
89
-676
-88% -$49.9K ﹤0.01% 486
2023
Q4 		$55.9K Buy
+765
New +$52.6K 0.04% 211

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
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
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidemark's QEFA Position: Q2 2024 in Review

Tidemark sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2024, closing a stake of 89 shares — an estimated $6.77K sold.

Tidemark first reported a position in QEFA in Q4 2023 and held it in 2 quarters. The position peaked at $55.9K in Q4 2023. 111 funds tracked by Wall St. Rank hold QEFA as of Q2 2024.

  • Tidemark reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 89 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2024, an estimated $6.77K.
  • Tidemark first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $55.9K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.