Avantax Advisory Services’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$200K	Buy	+2,347	New	+$193K	﹤0.01%	2210
2021 Q4	–	Sell	-2,719	Closed	-$205K	–	1273
2021 Q3	$205K	Hold	2,719	–	–	﹤0.01%	1108
2021 Q2	$205K	Sell	2,719 -1,055	-28%	-$79.5K	﹤0.01%	1073
2021 Q1	$272K	Sell	3,774 -661	-15%	-$47.3K	0.01%	849
2020 Q4	$311K	Buy	4,435 +14	+0.3%	+$923	0.01%	706
2020 Q3	$273K	Sell	4,421 -834	-16%	-$51.7K	﹤0.01%	1071
2020 Q2	$313K	Buy	5,255 +33	+0.6%	+$1.88K	0.01%	616
2020 Q1	$278K	Buy	+5,222	New	+$323K	0.01%	608

Other funds holding QEFA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

FEG

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HPC

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

Avantax Advisory Services's QEFA Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2025: 2,347 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2210 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in QEFA as recently as Q3 2021.

Avantax Advisory Services first reported a position in QEFA in Q1 2020 and has held it in 8 quarters since. The position peaked at $313K in Q2 2020. 130 funds tracked by Wall St. Rank hold QEFA as of Q2 2025.

Avantax Advisory Services held 2,347 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $200K as of Q2 2025.
State Street SPDR MSCI EAFE StrategicFactors ETF was a new Avantax Advisory Services position in Q2 2025.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2210 holding.
Avantax Advisory Services first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2020 and has held it in 8 quarters since.
Avantax Advisory Services's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $313K in Q2 2020.
130 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.