Cerity Partners
QEFA icon

Cerity Partners’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Cerity Partners’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 		$968K Buy
10,083
+202
+2% +$19.5K ﹤0.01% 2026
2026
Q1 		$922K Buy
9,881
+1,394
+16% +$132K ﹤0.01% 1908
2025
Q4 		$770K Buy
8,487
+170
+2% +$15.1K ﹤0.01% 1841
2025
Q3 		$731K Buy
+8,317
New +$716K ﹤0.01% 1756
2025
Q2 		– Sell
-9,650
Closed -$762K – 2733
2025
Q1 		$762K Hold
9,650
– – ﹤0.01% 1550
2024
Q4 		$700K Hold
9,650
– – ﹤0.01% 1582
2024
Q3 		$777K Buy
+9,650
New +$749K ﹤0.01% 1531

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
SI
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cerity Partners's QEFA Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 2% in Q2 2026, buying an estimated $19.5K and bringing the position to 10,083 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Cerity Partners first reported a position in QEFA in Q3 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold QEFA as of Q2 2026.

  • Cerity Partners held 10,083 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $968K as of Q2 2026.
  • Cerity Partners bought 202 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2026, an estimated $19.5K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2026 holding.
  • Cerity Partners first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.