Wilbanks Smith & Thomas Asset Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2023 Q1	–	Sell	-17,504	Closed	-$1.12M	–	524
2022 Q4	$1.12M	Buy	+17,504	New	+$1.08M	0.04%	205

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's QEFA Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2023, closing a stake of 17,504 shares — an estimated $1.12M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in QEFA in Q4 2022 and held it in 1 quarter. The position peaked at $1.12M in Q4 2022. 106 funds tracked by Wall St. Rank hold QEFA as of Q1 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 17,504 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2023, an estimated $1.12M.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2022 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.12M in Q4 2022.
106 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.