1620 Investment Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

1620 Investment Advisors’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
2026 Q2	$4.2M	Buy	43,724 +221	+0.5%	+$21.3K	2.6%	3
2026 Q1	$4.06M	Buy	43,503 +872	+2%	+$82.7K	2.74%	2
2025 Q4	$3.87M	Buy	42,631 +210	+0.5%	+$18.7K	2.58%	2
2025 Q3	$3.73M	Buy	42,421 +1,224	+3%	+$105K	2.53%	2
2025 Q2	$3.52M	Buy	41,197 +2,586	+7%	+$212K	2.49%	2
2025 Q1	$3.05M	Buy	38,611 +1,195	+3%	+$92.3K	2.33%	4
2024 Q4	$2.71M	Sell	37,416 -5,380	-13%	-$410K	2.06%	5
2024 Q3	$3.44M	Buy	42,796 +323	+0.8%	+$25.1K	2.48%	3
2024 Q2	$3.17M	Buy	42,473 +883	+2%	+$66.7K	2.43%	3
2024 Q1	$3.16M	Buy	41,590 +1,248	+3%	+$92K	3.18%	3
2023 Q4	$2.95M	Buy	40,342 +632	+2%	+$43.4K	3.22%	3
2023 Q3	$2.66M	Buy	39,710 +496	+1%	+$34.4K	3.01%	3
2023 Q2	$2.74M	Buy	39,214 +7,572	+24%	+$532K	2.97%	3
2023 Q1	$2.19M	Buy	31,642 +965	+3%	+$65.3K	2.64%	4
2022 Q4	$1.97M	Buy	30,677 +1,155	+4%	+$71.1K	2.38%	5
2022 Q3	$1.65M	Buy	29,522 +29,478	+66,995%	+$1.82M	2.43%	6
2022 Q2	$1.82M	Sell	44 -26,897	-100%	-$1.8M	2.51%	6
2022 Q1	$2.07M	Hold	26,941	–	–	2.25%	7
2021 Q4	$2.07M	Buy	+26,941	New	+$2.06M	2.31%	7

Other funds holding QEFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1620 Investment Advisors's QEFA Position: Q2 2026 in Review

1620 Investment Advisors increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 0.51% in Q2 2026, buying an estimated $21.3K and bringing the position to 43,724 shares worth $4.2M. The position accounts for 2.6% of the portfolio, ranked #3.

1620 Investment Advisors first reported a position in QEFA in Q4 2021 and has held it in 19 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

1620 Investment Advisors held 43,724 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $4.2M as of Q2 2026.
1620 Investment Advisors bought 221 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $21.3K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 2.6% of 1620 Investment Advisors's portfolio in Q2 2026, its #3 holding.
1620 Investment Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2021 and has held it in 19 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.