AWA
QEFA icon

Adapt Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Adapt Wealth 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
Q1 		$3.62M Sell
38,778
-535
-1% -$50.7K 1.31% 19
2025
Q4 		$3.56M Sell
39,313
-307
-0.8% -$27.3K 1.23% 18
2025
Q3 		$3.48M Sell
39,620
-409
-1% -$35.2K 1.29% 19
2025
Q2 		$3.42M Sell
40,029
-2,529
-6% -$208K 1.53% 19
2025
Q1 		$3.36M Sell
42,558
-1,364
-3% -$105K 1.64% 19
2024
Q4 		$3.18M Sell
43,922
-23,541
-35% -$1.8M 1.57% 20
2024
Q3 		$5.43M Sell
67,463
-18,991
-22% -$1.47M 2.91% 12
2024
Q2 		$6.46M Sell
86,454
-15,776
-15% -$1.19M 4.05% 4
2024
Q1 		$7.78M Buy
+102,230
New +$7.54M 5.54% 5

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return