Number of Shares
38,611.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
2.37%
Total Estimate Gain
$641,823.32
% of Total Estimate Gain
13.16%

1620 INVESTMENT ADVISORS, INC.'s SPDR MSCI EAFE StrategicFactors SM ETF Holding Summary

As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 38,611.00 shares of SPDR MSCI EAFE StrategicFactors SM ETF(QEFA), totaling $3.05 Mil. This investment constitutes 2.37% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0.36% of the outstanding SPDR MSCI EAFE StrategicFactors SM ETF(QEFA) stock.

The initial trade took place in 2021Q4. And since then 1620 INVESTMENT ADVISORS, INC. has made 10 purchases of QEFA, at an average price of $68.83, for a total of 70,888.00 shares. In addition, there have been 2 sales at an average price of $67.78 for 32,277.00 shares. Based on historical transaction data and QEFA's current price of $86.32, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his QEFA holdings is $641,823.32, reflecting a 13.16% gain to date.

1620 INVESTMENT ADVISORS, INC. QEFA ($86.32) Holding Chart

1620 INVESTMENT ADVISORS, INC. QEFA ($86.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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