Bristlecone Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Bristlecone 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
2025 Q3	–	Sell	-12	Closed	-$1.02K	–	281
2025 Q2	$1.02K	Hold	12	–	–	﹤0.01%	291
2025 Q1	$948	Hold	12	–	–	﹤0.01%	376
2024 Q4	$871	Hold	12	–	–	﹤0.01%	360
2024 Q3	$966	Buy	+12	New	+$931	﹤0.01%	363
2023 Q2	–	Sell	-12	Closed	-$832	–	321
2023 Q1	$832	Buy	+12	New	+$812	﹤0.01%	351

Other funds holding QEFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Bristlecone Advisors's QEFA Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q3 2025, closing a stake of 12 shares — an estimated $1.02K sold.

Bristlecone Advisors first reported a position in QEFA in Q1 2023 and held it in 5 quarters. The position peaked at $1.02K in Q2 2025. 134 funds tracked by Wall St. Rank hold QEFA as of Q3 2025.

Bristlecone Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 12 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q3 2025, an estimated $1.02K.
Bristlecone Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.02K in Q2 2025.
134 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.