Betterment LLC’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Betterment LLC’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	$2.53M	Buy	26,315 +3,262	+14%	+$314K	﹤0.01%	233
2026 Q1	$2.15M	Buy	23,053 +273	+1%	+$25.9K	﹤0.01%	238
2025 Q4	$2.06M	Buy	22,780 +1,150	+5%	+$102K	﹤0.01%	231
2025 Q3	$1.9M	Buy	21,630 +422	+2%	+$36.4K	﹤0.01%	231
2025 Q2	$1.81M	Sell	21,208 -1,766	-8%	-$145K	﹤0.01%	223
2025 Q1	$1.81M	Buy	22,974 +599	+3%	+$46.3K	﹤0.01%	211
2024 Q4	$1.62M	Buy	22,375 +2,809	+14%	+$214K	﹤0.01%	218
2024 Q3	$1.57M	Buy	19,566 +1,570	+9%	+$122K	﹤0.01%	203
2024 Q2	$1.34M	Buy	17,996 +4,184	+30%	+$316K	﹤0.01%	197
2024 Q1	$1.05M	Buy	13,812 +3,759	+37%	+$277K	﹤0.01%	197
2023 Q4	$735K	Buy	10,053 +3,782	+60%	+$260K	﹤0.01%	202
2023 Q3	$420K	Buy	6,271 +1,025	+20%	+$71.1K	﹤0.01%	225
2023 Q2	$367K	Buy	5,246 +1,606	+44%	+$113K	﹤0.01%	227
2023 Q1	$252K	Buy	+3,640	New	+$246K	﹤0.01%	245

Other funds holding QEFA

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

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 Minneapolis, Minnesota $495B AUM 43.24% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC's QEFA Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 14% in Q2 2026, buying an estimated $314K and bringing the position to 26,315 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Betterment LLC first reported a position in QEFA in Q1 2023 and has held it in 14 quarters since. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Betterment LLC held 26,315 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $2.53M as of Q2 2026.
Betterment LLC bought 3,262 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $314K.
State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #233 holding.
Betterment LLC first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and has held it in 14 quarters since.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.