Bridgewealth Advisory Group’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Bridgewealth Advisory Group’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	$216K	Hold	2,248	–	–	0.04%	130
2026 Q1	$210K	Hold	2,248	–	–	0.04%	125
2025 Q4	$204K	Buy	+2,248	New	+$200K	0.05%	120
2024 Q2	–	Sell	-3,278	Closed	-$249K	–	85
2024 Q1	$249K	Hold	3,278	–	–	0.12%	61
2023 Q4	$240K	Sell	3,278 -600	-15%	-$41.2K	0.18%	66
2023 Q3	$260K	Buy	+3,878	New	+$269K	0.32%	46

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

Bridgewealth Advisory Group's QEFA Position: Q2 2026 in Review

Bridgewealth Advisory Group held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2026 at 2,248 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #130.

Bridgewealth Advisory Group first reported a position in QEFA in Q3 2023 and has held it in 6 quarters since. The position peaked at $260K in Q3 2023. 155 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

Bridgewealth Advisory Group held 2,248 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $216K as of Q2 2026.
Bridgewealth Advisory Group left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.04% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #130 holding.
Bridgewealth Advisory Group first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2023 and has held it in 6 quarters since.
Bridgewealth Advisory Group's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $260K in Q3 2023.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.