21 West Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

21 West Wealth Management’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	$2.53M	Sell	26,344 -188	-0.7%	-$18.1K	2.16%	17
2026 Q1	$2.47M	Sell	26,532 -885	-3%	-$83.9K	2.3%	17
2025 Q4	$2.49M	Buy	27,417 +470	+2%	+$41.8K	2.27%	17
2025 Q3	$2.37M	Buy	26,947 +554	+2%	+$47.7K	2.25%	17
2025 Q2	$2.25M	Buy	+26,393	New	+$2.17M	2.27%	15

Other funds holding QEFA

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

21 West Wealth Management's QEFA Position: Q2 2026 in Review

21 West Wealth Management reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 0.71% in Q2 2026, selling an estimated $18.1K and leaving 26,344 shares worth $2.53M. The position accounts for 2.16% of the portfolio, ranked #17.

21 West Wealth Management first reported a position in QEFA in Q2 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

21 West Wealth Management held 26,344 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $2.53M as of Q2 2026.
21 West Wealth Management sold 188 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $18.1K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 2.16% of 21 West Wealth Management's portfolio in Q2 2026, its #17 holding.
21 West Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.