Evergreen Private Wealth LLC QEFA Holdings History
Evergreen Private Wealth LLC's SPDR MSCI EAFE StrategicFactors SM ETF Holding Summary
As of 2025-06-30, Evergreen Private Wealth LLC held 103,890.00 shares of SPDR MSCI EAFE StrategicFactors SM ETF(QEFA), totaling $8.87 Mil. This investment constitutes 3.71% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0.97% of the outstanding SPDR MSCI EAFE StrategicFactors SM ETF(QEFA) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 6 purchases of QEFA, at an average price of $71.36, for a total of 103,890.00 shares. Based on historical transaction data and QEFA's current price of $86.96, Evergreen Private Wealth LLC's estimated gain on his QEFA holdings is $1.62 Mil, reflecting a 21.87% gain to date.
Evergreen Private Wealth LLC QEFA ($86.96) Holding Chart
Evergreen Private Wealth LLC QEFA ($86.96) 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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