SimpliFi, Inc. QEFA Holdings History
SimpliFi, Inc.'s SPDR MSCI EAFE StrategicFactors SM ETF Holding Summary
As of 2025-06-30, SimpliFi, Inc. held 258,806.00 shares of SPDR MSCI EAFE StrategicFactors SM ETF(QEFA), totaling $22.09 Mil. This investment constitutes 9.73% of their stock portfolio, and SimpliFi, Inc. now holds 2.41% of the outstanding SPDR MSCI EAFE StrategicFactors SM ETF(QEFA) stock.
The initial trade took place in 2021Q2. And since then SimpliFi, Inc. has made 8 purchases of QEFA, at an average price of $74.47, for a total of 339,685.00 shares. In addition, there have been 8 sales at an average price of $71.24 for 80,879.00 shares. Based on historical transaction data and QEFA's current price of $86.32, SimpliFi, Inc.'s estimated gain on his QEFA holdings is $2.80 Mil, reflecting a 11.08% gain to date.
SimpliFi, Inc. QEFA ($86.32) Holding Chart
SimpliFi, 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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