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

Balance Wealth’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 Q3	$122K	Buy	+1,250	New	+$124K	0.03%	220

Other funds holding QEFA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.7% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Balance Wealth's QEFA Position: Q3 2026 in Review

Balance Wealth opened a new position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2026: 1,250 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #220 among its holdings.

93 funds tracked by Wall St. Rank hold QEFA as of Q3 2026.

Balance Wealth held 1,250 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $122K as of Q3 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF was a new Balance Wealth position in Q3 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #220 holding.
93 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.