CWM
QEFA icon

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

Centricity Wealth Management’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
Q2 		$57.2K Hold
670
– – 0.05% 157
2025
Q1 		$52.9K Hold
670
– – 0.05% 164
2024
Q4 		$48.6K Buy
+670
New +$51.1K 0.05% 171

Other funds holding QEFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Centricity Wealth Management's QEFA Position: Q2 2025 in Review

Centricity Wealth Management held its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) position steady in Q2 2025 at 670 shares worth $57.2K. The position accounts for 0.05% of the portfolio, ranked #157.

Centricity Wealth Management first reported a position in QEFA in Q4 2024 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold QEFA as of Q2 2025.

  • Centricity Wealth Management held 670 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $57.2K as of Q2 2025.
  • Centricity Wealth Management left its State Street SPDR MSCI EAFE StrategicFactors ETF share count unchanged in Q2 2025.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #157 holding.
  • Centricity Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q4 2024 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.