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Williams & Novak’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Williams & Novak’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
Q4 		– Sell
-2,793
Closed -$225K – 141
2024
Q3 		$225K Buy
+2,793
New +$217K 0.21% 100

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Williams & Novak's QEFA Position: Q4 2024 in Review

Williams & Novak sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2024, closing a stake of 2,793 shares — an estimated $225K sold.

Williams & Novak first reported a position in QEFA in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 120 funds tracked by Wall St. Rank hold QEFA as of Q4 2024.

  • Williams & Novak reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
  • Williams & Novak sold 2,793 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2024, an estimated $225K.
  • Williams & Novak first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2024 and held it in 1 quarter.
  • Williams & Novak's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $225K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2024.

Based on Williams & Novak's 13F filing for Q4 2024, filed 23 Jan 2025.