Wealthcare Advisory Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2M | Sell |
20,844
-3,675
| -15% | -$354K | 0.04% | 363 |
|
|
2026
Q1 | $2.29M | Buy |
24,519
+59
| +0.2% | +$5.59K | 0.04% | 343 |
|
|
2025
Q4 | $2.22M | Buy |
24,460
+612
| +3% | +$54.5K | 0.04% | 341 |
|
|
2025
Q3 | $2.1M | Sell |
23,848
-46
| -0.2% | -$3.96K | 0.04% | 331 |
|
|
2025
Q2 | $2.04M | Buy |
23,894
+1,468
| +7% | +$120K | 0.05% | 322 |
|
|
2025
Q1 | $1.77M | Sell |
22,426
-17,308
| -44% | -$1.34M | 0.05% | 310 |
|
|
2024
Q4 | $2.88M | Buy |
39,734
+8,817
| +29% | +$673K | 0.08% | 212 |
|
|
2024
Q3 | $2.49M | Sell |
30,917
-6,182
| -17% | -$480K | 0.07% | 233 |
|
|
2024
Q2 | $2.77M | Sell |
37,099
-2,392
| -6% | -$181K | 0.09% | 194 |
|
|
2024
Q1 | $3M | Sell |
39,491
-30,809
| -44% | -$2.27M | 0.1% | 173 |
|
|
2023
Q4 | $5.14M | Buy |
70,300
+17,145
| +32% | +$1.18M | 0.2% | 89 |
|
|
2023
Q3 | $3.56M | Sell |
53,155
-55,665
| -51% | -$3.86M | 0.16% | 104 |
|
|
2023
Q2 | $7.61M | Sell |
108,820
-22,366
| -17% | -$1.57M | 0.34% | 55 |
|
|
2023
Q1 | $9.09M | Buy |
131,186
+37,941
| +41% | +$2.57M | 0.39% | 51 |
|
|
2022
Q4 | $5.98M | Buy |
93,245
+8,590
| +10% | +$529K | 0.29% | 68 |
|
|
2022
Q3 | $4.72M | Sell |
84,655
-14,880
| -15% | -$919K | 0.27% | 77 |
|
|
2022
Q2 | $6.17M | Buy |
99,535
+6,038
| +6% | +$404K | 0.37% | 49 |
|
|
2022
Q1 | $6.75M | Buy |
93,497
+15,623
| +20% | +$1.14M | 0.41% | 39 |
|
|
2021
Q4 | $5.98M | Buy |
77,874
+10,792
| +16% | +$826K | 0.36% | 43 |
|
|
2021
Q3 | $5.04M | Buy |
67,082
+6,005
| +10% | +$464K | 0.33% | 48 |
|
|
2021
Q2 | $4.62M | Buy |
61,077
+15,145
| +33% | +$1.14M | 0.31% | 48 |
|
|
2021
Q1 | $3.31M | Buy |
45,932
+26,373
| +135% | +$1.89M | 0.24% | 58 |
|
|
2020
Q4 | $1.37M | Buy |
19,559
+12,032
| +160% | +$793K | 0.12% | 106 |
|
|
2020
Q3 | $465K | Buy |
+7,527
| New | +$467K | 0.05% | 210 |
|
Other funds holding QEFA
CI
KW
DAS
FHB
FEG
HPC
1IA
2WWM
BRWA