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

Wealthquest’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
2019
Q4 		$264K Sell
3,956
-215
-5% -$14K 0.08% 111
2019
Q3 		$262K Buy
+4,171
New +$260K 0.09% 109

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Wealthquest's QEFA Position: Q4 2019 in Review

Wealthquest reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 5.2% in Q4 2019, selling an estimated $14K and leaving 3,956 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #111.

Wealthquest first reported a position in QEFA in Q3 2019 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold QEFA as of Q4 2019.

  • Wealthquest held 3,956 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $264K as of Q4 2019.
  • Wealthquest sold 215 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2019, an estimated $14K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.08% of Wealthquest's portfolio in Q4 2019, its #111 holding.
  • Wealthquest first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2019 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.