Arrien Investments’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Arrien Investments’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	$14.4M	Buy	149,823 +4,864	+3%	+$469K	7.25%	4
2026 Q1	$13.5M	Sell	144,959 -2,342	-2%	-$222K	7.33%	4
2025 Q4	$13.4M	Buy	147,301 +6,771	+5%	+$602K	7.53%	4
2025 Q3	$12.4M	Buy	140,530 +5,778	+4%	+$498K	7.23%	4
2025 Q2	$11.5M	Buy	134,752 +1,066	+0.8%	+$87.5K	7.27%	4
2025 Q1	$10.6M	Buy	133,686 +4,317	+3%	+$333K	7.57%	4
2024 Q4	$9.89M	Buy	129,369 +13,941	+12%	+$1.06M	7.05%	4
2024 Q3	$9.29M	Buy	115,428 +5,035	+5%	+$391K	6.71%	5
2024 Q2	$8.25M	Buy	110,393 +2,084	+2%	+$157K	6.45%	5
2024 Q1	$8.24M	Buy	108,309 +1,107	+1%	+$81.6K	6.51%	5
2023 Q4	$7.83M	Buy	107,202 +2,558	+2%	+$176K	6.88%	5
2023 Q3	$7.02M	Buy	104,644 +3,770	+4%	+$262K	6.61%	5
2023 Q2	$7.05M	Buy	100,874 +23,194	+30%	+$1.63M	5.98%	5
2023 Q1	$5.38M	Buy	+77,680	New	+$5.26M	5.24%	7

Other funds holding QEFA

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 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

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

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Arrien Investments's QEFA Position: Q2 2026 in Review

Arrien Investments increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 3.4% in Q2 2026, buying an estimated $469K and bringing the position to 149,823 shares worth $14.4M. The position accounts for 7.25% of the portfolio, ranked #4.

Arrien Investments first reported a position in QEFA in Q1 2023 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Arrien Investments held 149,823 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $14.4M as of Q2 2026.
Arrien Investments bought 4,864 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $469K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 7.25% of Arrien Investments's portfolio in Q2 2026, its #4 holding.
Arrien Investments first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and has held it in 14 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.