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B. Riley Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

B. Riley 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 		$1.15M Buy
11,973
+199
+2% +$19.2K 0.06% 285
2026
Q1 		$1.07M Sell
11,774
-9
-0.1% -$853 0.07% 274
2025
Q4 		$1.07M Buy
11,783
+8
+0.1% +$712 0.05% 334
2025
Q3 		$1.04M Buy
11,775
+47
+0.4% +$4.05K 0.05% 334
2025
Q2 		$1M Sell
11,728
-200
-2% -$16.4K 0.05% 354
2025
Q1 		$942K Buy
11,928
+209
+2% +$16.1K 0.03% 527
2024
Q4 		$850K Buy
11,719
+6
+0.1% +$458 0.03% 509
2024
Q3 		$940K Buy
11,713
+54
+0.5% +$4.19K 0.03% 517
2024
Q2 		$871K Buy
+11,659
New +$880K 0.02% 584

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

B. Riley Wealth Advisors's QEFA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.7% in Q2 2026, buying an estimated $19.2K and bringing the position to 11,973 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #285.

B. Riley Wealth Advisors first reported a position in QEFA in Q2 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • B. Riley Wealth Advisors held 11,973 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $1.15M as of Q2 2026.
  • B. Riley Wealth Advisors bought 199 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $19.2K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.