VFA
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Valeo Financial Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-1
Closed – – 1810
2020
Q3 		$0 Buy
+1
New +$62 ﹤0.01% 2020

Other funds holding QEFA

Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valeo Financial Advisors's QEFA Position: Q4 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2020, closing a stake of 1 share.

Valeo Financial Advisors first reported a position in QEFA in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 63 funds tracked by Wall St. Rank hold QEFA as of Q4 2020.

  • Valeo Financial Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1 State Street SPDR MSCI EAFE StrategicFactors ETF share in Q4 2020.
  • Valeo Financial Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $0 in Q3 2020.
  • 63 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.