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

ARQ 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
Q2 		$14.5M Buy
149,024
+11,753
+9% +$1.13M 1.8% 13
2026
Q1 		$12.8M Buy
137,271
+6,529
+5% +$619K 2.31% 5
2025
Q4 		$11.9M Buy
130,742
+14,010
+12% +$1.25M 3.2% 4
2025
Q3 		$10.3M Sell
116,732
-4,648
-4% -$400K 3.04% 7
2025
Q2 		$9.58M Hold
121,380
– – 3.29% 9
2025
Q1 		$9.58M Sell
121,380
-5,625
-4% -$434K 3.56% 8
2024
Q4 		$9.21M Buy
127,005
+4,510
+4% +$344K 3.5% 9
2024
Q3 		$9.82M Buy
122,495
+3,423
+3% +$266K 3.71% 9
2024
Q2 		$8.9M Buy
119,072
+5,846
+5% +$441K 3.85% 9
2024
Q1 		$8.62M Buy
113,226
+24,210
+27% +$1.79M 3.74% 8
2023
Q4 		$6.51M Buy
89,016
+8,710
+11% +$599K 3.87% 10
2023
Q3 		$5.38M Sell
80,306
-9,329
-10% -$647K 4.03% 9
2023
Q2 		$6.27M Buy
89,635
+12,722
+17% +$894K 4.07% 9
2023
Q1 		$5.33M Sell
76,913
-17,185
-18% -$1.16M 3.92% 10
2022
Q4 		$6.03M Buy
94,098
+3,723
+4% +$229K 3.94% 8
2022
Q3 		$5.04M Buy
90,375
+2,799
+3% +$173K 3.9% 10
2022
Q2 		$5.43M Buy
87,576
+3,945
+5% +$264K 3.88% 9
2022
Q1 		$6.04M Buy
+83,631
New +$6.11M 4.06% 9

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

ARQ Wealth Advisors's QEFA Position: Q2 2026 in Review

ARQ Wealth Advisors increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 8.6% in Q2 2026, buying an estimated $1.13M and bringing the position to 149,024 shares worth $14.5M. The position accounts for 1.8% of the portfolio, ranked #13.

ARQ Wealth Advisors first reported a position in QEFA in Q1 2022 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • ARQ Wealth Advisors held 149,024 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $14.5M as of Q2 2026.
  • ARQ Wealth Advisors bought 11,753 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $1.13M.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 1.8% of ARQ Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2022 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.