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Action Point Financial Planning’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Action Point Financial Planning’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 		$32.2K Buy
+336
New +$32.4K ﹤0.01% 969

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
SI
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's QEFA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2026: 336 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

154 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Action Point Financial Planning held 336 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $32.2K as of Q2 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #969 holding.
  • 154 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.